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Replying to:
JonpriL
Moderator

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Hello @sherrylfacteau,

 

Let's customize the current template of the invoice you wanted to print or email so you can let your customer see the payment made and the remaining balance. Let me show you how.

  1. Go to Sales.
  2. Select Invoices.
  3. Find and open the invoice you wanted to print or email.
  4. Click Customize.
  5. Select Edit current.
  6. Under Content, select the middle content of your invoice.
  7. Put a checkmark on the Show on invoice in the Account summary section.
  8. Click Save template.

Learn more about customizing your sales transaction template with this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, you can also visit and read through the steps outlined in this helpful article so you can create a document of all your customer transactions: Create and view customer statements.

 

You can always leave a comment below or start a new thread if you have any other questions. Stay safe!

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