With the new invoice format, what settings are needed to display past due amounts and payments received since the last invoice?

kpstraus@garnetc · ‎June 06, 2024

I need to do this in both new invoices and recurring invoice templates.

James_AL · ‎June 07, 2024

Thanks for the reply on the thread, kpstraus@garnetc.

The payment received and past due amounts can still be included in the new format of the invoice. If you want to be able to display it on the invoice. Just follow the steps provided.

Here's how:

Go to Gear setting on the upper right corner.
Click the Custom form style.
On the box please check if that is the right template name and click Content
Click on the middle pencil icon.
Make sure that you tick the box shown on the invoice.
Click Done.

For your visual, I'll attach a screenshot so that you will have a guide.

For the steps provided above provided by my colleague, that would be another workaround.

I will include this article so that you will have a guide on seeing what's new with estimates and invoices in QuickBooks Online.

You can always come here in the Community if you're experiencing hurdles in your account. Just remember, I'll jump right into this thread to assist you further. Be safe.

View solution in original post

Bryan_M · ‎June 06, 2024

Thanks for posting here in the Community, kpstraus@garnetc.

I'll guide you on how to display past-due amounts and payments received from recurring and previous invoices.

Before that, the invoice form will only display the total amount due and sometimes the partial payment if you have one.

However, you can show this info to the invoice PDF you'll send to your customer by ticking the Show on invoice box in the Content section when editing your default custom form styles. Here's how:

Select Custom Form Styles from the Gear icon.
Find the default invoice style and click Edit.
Go to Content and tap the middle box on the side.
Tick the Show on invoice box. Then, Save.

Feel free to read this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Also, we can create customer statements to display the past due amounts and payments received from the previous recurring or normal invoices. You can only perform this one customer at a time.

Check out this article for detailed steps: Create and send customer statements in QuickBooks Online.

I'll share this article so you can learn how to personalize your invoices and other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

The Community is always here to help manage your invoice transactions. Just click the reply button below, and we'll assist you. Keep safe, and have a good day.

kpstraus@garnetc · ‎June 07, 2024

Thank you for this response. Are you saying that the payments received and past due amounts can no longer be included on the invoice? They have to be a separate statement?

kpstraus@garnetc · ‎June 07, 2024

Thank you for your response. Are you saying that past due amount and payments received can no longer automatically be part of an invoice? They have to be a separate statement?

James_AL · ‎June 07, 2024

Thanks for the reply on the thread, kpstraus@garnetc.

The payment received and past due amounts can still be included in the new format of the invoice. If you want to be able to display it on the invoice. Just follow the steps provided.

Here's how:

Go to Gear setting on the upper right corner.
Click the Custom form style.
On the box please check if that is the right template name and click Content
Click on the middle pencil icon.
Make sure that you tick the box shown on the invoice.
Click Done.

For your visual, I'll attach a screenshot so that you will have a guide.

For the steps provided above provided by my colleague, that would be another workaround.

I will include this article so that you will have a guide on seeing what's new with estimates and invoices in QuickBooks Online.

You can always come here in the Community if you're experiencing hurdles in your account. Just remember, I'll jump right into this thread to assist you further. Be safe.

Topics

Training

Community

Resources

With the new invoice format, what settings are needed to display past due amounts and payments received since the last invoice?