Welcome to the Community! I understand the importance of including the balance in your invoices. No worries. I'm here to share a way to send your customer's balance in QuickBooks Online (QBO).
You can use the statement function of the program as a workaround. Follow the steps below to create one.
- Go to Sales, then choose Customers.
- Navigate to the customer you want to send their balance.
- Under the ACTION column, click the dropdown arrow.
- Select Create statement.
- In the Statement Type dropdown, choose Balance Forward.
- Fill in the necessary details.
- Click Save and send.
Since they removed the functionality, I highly recommend sending direct feedback to our product engineer to add this feature to the program. They handle requests and analyze them for future updates.
To send your request:
- Go to the Gear icon.
- Select Feedback.
- Enter your comments or product suggestions.
- Tap Next to submit.
Additionally, you can check this article on managing the payments you receive from your customers: Record invoice payments in QuickBooks Online.
We're always here to help you if you have other concerns with the program. Take care!
