Thanks for joining us in this thread, 2017ops1.

I recommend creating and sending a statement to show any charges and payments made prior to the date your invoice was created. I'm here to help and guide you through.

Let's add the Account Summary to invoice by following these steps:

1. Go to the Gear icon and Custom Form Styles.
2. Locate the invoice form in the list and click on the Edit link under Action.
3. In the Content tab, click on the pencil icon for the middle section to edit.
4. Under Account summary, mark to select the Show on invoice checkbox. If you are using an imported invoice style, this option may not appear. You must turn the option on in the Master/Standard form
5. Select Done.

For visual reference, I've attached some screenshots.

To create and send a statement using the Balance Forward option, you can refer to these steps:

1. Go to Sales and choose the Customers tab.
2. Locate and click on the customer's name.
3. From the New transaction drop down, select Statement.
4. Choose Balance Forward in the Statement Type drop down.
5. Set the date and click on Apply.
6. Then review the statement by clicking on the Print or Preview.
7. Once you're done reviewing, select Close.
8. Choose Save and send.

I'm linking this article for more information about the Account Summary on the invoice.

You can also check out these great resources to be more familiar with managing statements in QuickBooks Online (QBO):

• Create and manage statements
• Create single or multiple transactions statements for donors

Leave a comment below if you have any questions. I'll do everything I can to answer them. Have a good one.