Professional service invoices

[C2da]

I'm attempting to create an invoice template for our architectural office (QP Pro 2003) which will provide the following totals at the bottom of the invoice: Invoice Total + Totals of Previous Invoices - Payments/Credits = Total Due. I believe that this should be relatively simple / straightforward, but I've been unable to discover the key to do this. Any assistance anyone might be able provide re: this would be very much appreciated.

[suzannemead]

You are trying to make an invoice do the job of a statement. Even with the 2005 versions that have payment/credits shown on an ivoice you can't do the rest of it.

[Kendor]

The ability to produce a combined invoice/statement as C2da wants to do would be a useful facility. This has been noted before on the user group and would correspond to widespread practice. But the pedants may be expected to continue to fight a rearguard action as long as they can to stamp out a practice that offends their sense of symmetry.

I was peripherally involved some years ago in designing a customised accounting program and I fought valiantly for such a facility, but the resistance to it was so great that I was only partially successful.

Ken

[irbrenda]

I am able to make a customized invoice form with those payment/credit and balance due fields, but they never fill in. Why would they even be an option then on the "customize" template form if they can't be used? Maybe I'm missing something but if it can be done, please tell me how too! Thanks.