IamjuViel
QuickBooks Team
QuickBooks Team
‎January 22, 2019 12:05 PM

Other questions

Pleased to hear again from you, @TTI.

 

I appreciate you for sending us a screenshot and for elaborating your concern.Let me share additional information on how you can send send an invoice with the previous balance to your customer.

 

Currently, the ability to show the breakdown of your Total Invoice Balance on the current invoice is currently not available. Although you have the ability to modify the names of the boxes or item label on the invoice, it will only show: Current Invoice Total, Sales Tax (if applicable), Total, Payments/Credits and the Total Account Balance (includes the previous ones). 

 

You need not to worry, you have two options to show your customers previous invoice balance.

  • You can add a note on the invoice informing the customer that the previous balance invoice balance is included on the Total.
  • You can create a statement and attach it to the invoice to show the list of unpaid dues or invoice to your customer.

On the other hand, I can see how showing your previous invoice balance would be helpful for you and your business. I’d be glad to forward these suggestions to our Product Engineers for consideration in future updates. You can also submit any suggestions, feedback and requests for product improvements.

 

Here’s how:

  1. Click Help.
  2. Select Send Feedback Online.
  3. Choose Product Suggestion.
  4. Type in the  details of your request on the pop-out window.

If you need further assistance with the steps, I'd recommend reaching out to our Technical Support Team. A specialist will be able to access your account and walk you through via secured remote access session.

 

Here's how to contact us:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Please don't hesitate to click the Reply button if you have other questions about  creating an invoice in QuickBooks Desktop. I'm always here to lend a hand.

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