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Replying to:
EduardA
QuickBooks Team

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Currently, the Modern invoice template doesn't provide the option to include an Account Summary (however, you can send us your feedback or suggestions about this). Nevertheless, you can include the Account Summary to display on your custom invoice template, @Joe. Let me show you how to do it in QuickBooks Online (QBO).

 

  1. From the Custom form styles section, click on Edit option corresponding to your customized invoice template.


     
  2. Select the Content tab, then click on the lower part of the sample invoice (where the Date, Description, and Amount are displayed).


     
  3. On the left side, check the box for Show on invoice to make the Account Summary visible on the invoice.
  4. Select Done to save your settings, then make it your default template.

 

Additionally, you can switch between your custom invoice templates and the Modernized template through the Design option when creating your invoice.

 

Here's how:

 

  1. Go to the + New option, then select Invoice.


     
  2. Click on the Manage menu.


     
  3. Go to the Design dropdown, then select your preferred invoice template (which includes the Modernized template and your custom templates).
  4. Click on either Save and close or Review and send option when you have finished entering the necessary details on the invoice.

 

Additionally, I'd like to share this guide to help you record your invoice payments in QuickBooks: Record invoice payments in QBO.

 

If you have any further questions regarding your invoice layout, please feel free to leave a comment below. The Community is here for you 24/7. Have a great day ahead.

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