View Full Version : Invoice Question
06-29-2006, 10:56 PM
I bill monthly using the invoice option. What I can't figure out is how do I get last month's balance, attached to this month's invoice?
Example. Invoice #1. (April) Customer owed $875.00. Invoice for amount was sent and customer sends $825.00. (Owes $50.00)
How do I get the $50.00 to carry forward and show up on the next Invoice? (#2 for May)
06-30-2006, 03:53 AM
QuickBooks will not show the Open invoice balance on a new invocie, It can show payments/credits applied to the invocie.
You will have to manualy enter on a description field the Customer's Balance or send then a Statement.
06-30-2006, 12:54 PM
The Pro UK version has an option in the FOOTER tab in the CUSTOMISE INVOICE window. PAYMENTS & CREDITS as well as CUSTOMER TOTAL among others. The US version might have it too.
The PAYMENTS & CREDITS field unfortunately only shows credits. The CUSTOMER TOTAL (or CUSTOMER TOTAL BALANCE (which you can rename)) shows present invoice value plus outstanding balance.
If you add that field to the Invoice, it will show the Invoice Total and then any credits or payments that have been applied to that invoice and then the total due for that invoice.
You need to issue a Statement for the Customer's Complete account balance.
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