Hi there, jzeleznik. I’m here to provide details about the balance forward section when creating invoices in a new layout.
We’re updating these forms to simplify them for customer use and to upgrade the back-end technology they are built on. However, in the short term, some features will not be available in the new version. This includes the Account Summary where the Balance Forward belongs to.
Moreover, you can see what’s new with estimates and invoices to learn what you can do with the new rolled-out experience. Also, concerning switching back to the old invoice layout, this varies according to what version you’re using.
If you’re under a Simple Start, and Essentials subscription, the option to revert it is no longer available. For QuickBooks Online Plus and Advanced, you can follow these instructions to start:
- Tap the + New icon and select Invoice.
- In the Invoice window, click the Old Layout option at the top right corner.
In the meantime, you can create a customer statement to send them a summary of their invoices, payments, credits, and balances. Here’s how:
- Go to the Customers menu.
- Select the customer you want to make statements for.
- Under the Action column, drill down the arrow and select Create statement.
- Choose Balance Forward under the Statement Type dropdown.
- Review the customer’s email address. Then, select Save and Close.
If you want to create multiple statements for your clients, you can refer to this resource for complete guidelines: Create and send customer statements in QuickBooks Online.
Once your customers decide to pay their balances, you can begin recording your customer’s payments to keep your records accurate.
Please know I'm a post away if you have any concerns about invoicing or any other QuickBooks concerns. I wish you continued success in all of your business ventures.
