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I'd like to ease your confusion, LeOne79.
The Account Summary will only show when you print the invoice and if the customer has past transactions.
This is how it looks like if it's the customer's first transaction.
If it's not the first transaction, though. Let's ensure you've selected the correct invoice template. Here's how:
- Open the invoice.
- Click Customize.
- Select the template where you added the Account Summary feature.
- Click Print or Preview.
The Account Summary should show.
I'll add the article on how to customize invoices, estimates, and sales receipts in QuickBooks Online to help you with customizing your sales forms.
Feel free to get in touch if you have other concerns. We're here to help you out.