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Print the customer balance on invoices

You can add the customer total balance and job total balance to your printed invoices. You can add these fields to your custom invoice using one of these methods:

Print the customer balance from the Layout Designer

The customer balance totals are active fields, so if you reprint this invoice later, the balance will reflect any subsequent changes. Note that you cannot add these fields to the predefined Intuit invoice templates.

To do this task

  1. In the invoice form to edit, click the Customize drop-down arrow and then click Additional Customization.

    Note: If you don't see the Customize drop-down arrow, you may need to resize or maximize the window.

  2. Click the Layout Designer button.

  3. Click the Add button and then click Data Field.

  4. Single-click Customer Total Balance Total or Job Total Balance from the drop-down list (depending on which one you want) and then click OK to add the field to your form.

  5. In the layout window, click the new balance field (make sure both the label and the calculation fields are selected) and drag it to the place you want it on the form.

  6. Click OK to close the Layout Designer window and then click OK again to close the Customize window.

  7. In the form, click the Print drop-down arrow and then click Preview to see how the printed form will look.

    Print drop-down menu

Print the customer balance from the Customize Invoice window

To do this task

  1. In the invoice form to edit, click the Customize drop-down arrow and then click Additional Customization.

    Note: If you don't see the Customize drop-down arrow, you may need to resize or maximize the window.

  2. Click the Footer tab.

  3. Click the Print option for either Customer Total Balance or Job Total Balance (depending on which one you want).

  4. Click OK.

See also

KB ID# H_SALESFORM_INV_PRINT_CUST_BALANCE
12/4/2016 8:13:02 AM
QYPPRDQBKSWS08 9138 Pro 2017 c52d68