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accounts163
Level 2

How do you include the outstanding balance on a customer account when sending out a new invoice?

 
1 Comment 1
MikiD
QuickBooks Team

How do you include the outstanding balance on a customer account when sending out a new invoice?

You might want to send your customer a Statement, accounts163.


Currently, there isn’t a way to carry the customer’s previous balances over to the latest invoice. Creating a statement would be a great alternative for this. The form will show all the employees invoices, payments and existing balances.


Here’s how you can create it:

  1. Go to Sales from the left menu.
  2. Go to the Customers tab.
  3. Locate and select the customer involve.
  4. Click the New transaction tab and select Statement.
  5. Choose Balance Forward on the Statement Type.
  6. Select the statement date.
  7. Set your desired period.
  8. Click Save and send.   

Check this out to learn more about this process: Statements. 


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