Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I've got some steps we can perform to show the applied payments and balance in an invoice, MoneyMan007.
In QuickBooks Online (QBO), we can turn on the Account Summary feature. This will summarise your customer's info from the last year. Once you enable it, this will show you the Balance Forward, Payments and credits, New charges, and Total amount due in your invoice.
To turn on this feature, just follow the steps below:
For more details about this one, check out this article: Add an account summary to an invoice in QuickBooks Online.
To customise your invoices, refer to Customise invoices, estimates, and sales receipts in QuickBooks Online article.
Visit our Manage Customers and income page to get your more insights about managing your customer transactions.
Feel free to reply to this post if you need a hand with setting up progress invoicing. I'll be here to assist you. Have a great day ahead.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here