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Replying to:
MirriamM
Moderator

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Hi there, @rjstephan. I appreciate you getting back and providing a screenshot when adding an account summary to your invoice.

 

You can add an account summary to invoices if you do projects for customers and bill them using progress invoicing. And this option isn't available yet in the new estimate and invoice experience.

 

Based on the information and screenshot you provided, I can see you're using the new invoice experience and wanted to add an account summary to a recurring invoice. However, it's not an option for now.

 

I can see how the feature you're looking for would benefit and empower your business. In the meantime, I recommend sending this request straight to our product engineers through feedback. 

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

For more details about adding an account summary to invoices, I recommend checking this article: Add an account summary to an invoice in QuickBooks Online.

 

In addition, to give you more idea of how new estimates and invoices experience works, you can visit this link: See what’s new with estimates and invoices in QuickBooks Online. It also contains information how to switch to the old invoice experience.

            

I'd be glad to help you out again if you need further assistance managing your invoices. Just leave a reply below, and I'll get back to you as soon as I can. Have a good day.

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