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Replying to:
ChristieAnn
QuickBooks Team

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Welcome back to the QuickBooks Community, BeckyB19. I'll be sharing details on how invoice works in QuickBooks. Then, I'll ensure you can send feedback so our product developers can consider adding the feature you need in the next updates.

 

There's an option to add an account summary to an invoice in QuickBooks. This lets your customers see the total amount paid to date, balance forward, new charges, and total amount due when printing the actual invoice. However, the said feature is only available in QuickBooks Online and is currently unavailable for the Desktop version.

 

For now, I suggest going to the Help icon in QBDT and choose Send Feedback Online from there. Then, submit a request about having the option to print the invoice history on the actual invoice. Any recommendations are sent to our engineers for consideration in future updates.

 

Lastly, you may refer to this article to see steps on how you can QuickBooks Desktop provides different reports that cater to your business needs like viewing all existing invoices in QBDT: Understand reports.

 

Keep me posted if you need further assistance managing your sales transactions in QBDT. I'm always around to help, BeckyB19. Have a great day!

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