This is not the impression we want you to have when using QuickBooks Online (QBO), windylou.
We can turn on the Account Summary feature to show the previous open balances on the latest invoice. This also provides customers with their current total account balance and all payments or credits on their last invoice. Just open the invoice template and turn on this feature.
Let me show you how:
- Go to the Gear icon on the top menu.
- Choose Custom form styles.
- Tick Edit on the template you're using for progress invoicing.
- Tap the Content button.
- Click the Table part on the sample invoice.
- Place a checkmark on the Show on invoice option under the Account summary section.
- Press Done.
If you need to give customers a complete transaction history, send them a Balance Forward statement. Then, add details for each transaction in the statement. Just check out this article for the steps and details: Add an account summary to an invoice in QuickBooks Online. Then, go to Create and send Balance Forward statements section.
I've got a link here that provides you with articles about managing your customer transactions: Sales and customers gather topics for all your company's income and customers.
That should point you out in the right direction. Feel free to reply to this post if you need a hand with customizing your sales forms or any QBO related. I'll be here to ensure your success. Take care always.
