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Customize invoice to include Customer Total Balance or Job Total Balance

Invoices may be customized to include the Customer total balance or Job total balance field in order to reflect the current amounts due for a customer.  This will include the total of payments or credits assigned to the Job or Customer selected on the invoice.  
Detailed instructions
  1. Go to Customers > Create Invoices.
  2. Click Formatting > Manage Templates.
    If a new template is desired for these fields, continue with sub-steps.
    1. Highlight the correct Template.
    2. Click Copy.
    3. Assign the desired name for the new template in the Template Name field at the top right.
    4. Click OK.
    5. Skip to step 4.
  3. Select the template from the list and click OK.
  4. Click Additional Customization.
  5. Click Footer.
  6. Choose the additional fields desired on the invoice.
Note: When selecting additional fields, if QuickBooks warns about Overlapping Fields, it may be necessary to use the Layout Designer to modify the layout of the Invoice.
  1. If the invoice has not been customized, click Default Layout.
  2. If the invoice has a customized layout:
    1. Click Continue.
    2. Click Layout Designer and correct the layout as desired.  For directions on Layout Designer use the Layout Designer Help feature for further assistance.
    3. Click OK on the Layout Designer window.
  1. Click OK on the Additional Customization window.
  2. Click OK on the Basic Customization window.

To show past due amounts, please see: What is a billing statement?

KB ID# HOW13105
11/26/2015 11:34:41 AM
QYPPRDQBKSWS09 9132 Pro 2016 cd1a6f