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Replying to:
ShallyMarR
QuickBooks Team

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Good to see you here in the Community, @christee5.

 

In QuickBooks Desktop, there isn't an option to add an account summary to show the balance due on invoices. However, you can customize the template to show the payments/credits applied and balance due.

 

Here's how:

 

1. Go to the Customers.
2. Click the Customer Center.
3. Select Manage Templates.
4. Under the Select Template, choose a template.
5. Click the Additional Customization button.
6. From Custom Progress Invoice, click the Footer tab.
7. Put a checkmark in the box under Payments/Credits and Balance Due.
8. (Optional), you can click the Layout Designer to show the forms.
9. Hit OK.

 

I've added screenshot for your reference.

 

past due.PNG

 

You may check this article for future reference in case you want to learn more about adding the past due stamp directly from the invoice: Show Past Due Stamp on Invoices.

 

Please leave your comment in reply button below if you need further assistance. We are always here to help. Have a good day!

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