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If you are referring to adding an account summary to an invoice in QuickBooks, that option is unavailable. This feature is available in QuickBooks Online. However, we can create a billing statement in your software. A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. You can send it to your customers to show how much they owe on each invoice. Let me show you how:

1. Go to Customers on the top menu.
2. Select Create Statements.
3. Choose the appropriate A/R account. QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R.
4. Check the statement date.
5. Select the date period of the transactions. You can specify the dates or you can include all open (unpaid) transactions as of the statement date.
6. Tap the customers you want to print statements for.
7. Select additional options.
8. Press Print or E-mail depending on how you want to send the statements to your customers.

For more details about this one, see the Create a billing statement article. Just in case you need to customize the invoice template, just follow the steps and details in the Use and customize form templates article.

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