Thanks Penny! I found the article on QuickBooks community forum but who would have guessed the would have denied access to that article. You are a life saver! thanks for your awesome explanation on a resolution.
OMG, you were sooo helpful. I spent hours trying to print the invoice with the credit applied showing. I also spent over an hour with quickbooks, and they are useless. Thank you.
Thanks so much for this. I've gone to QB's online forums multiple times trying to figure this out over the past 7 years since going to work a my present job. I've been printing out Transaction History for a given invoice, but was really not satisfied with that since it just wastes paper and ink, and we can't afford that anymore. Your video is just what I needed, and you have a new subscriber. 👍
Great vids. Is there a report that shows what invoices were paid for by a specific check #? Is there a way to print the check # on an invoice that it paid for?
Not on the invoice itself unless you create a custom field on the template and manually add the check number to the invoice after payment. For this type of info, I recommend running a customer statement.
Hello, I'm having trouble getting the amount shown different on invoice, for example I'm only requesting half down so I need show total balance, request half, then balance due....
This works great for a regular invoice but does not for a Progress Invoice. Payments received do not show on my screen when I create an invoice. Does this work on Progress Invoices?
Hi Penny. Is there a way to modify the invoice template to show each payment applied instead of just a total of payments applied to an individual invoice? I'm using Desktop Pro 2021. Thank you.
My problem is, and I'm sure it's something I'm doing, that when my second progress invoice is created, there is 0.00 in the payments applied. I receive the payment and apply against my first progress invoice. When I go to invoice the remaining balance, it only shows Total: $123.4, Payments Applied, $0.00, and Balance Due: $123.4. I went in to edit template and added the prior balance to the footer as well, which by the way is $0.00 as well. Can you help? What am I doing wrong? Thanks so much! Honestly, I have so much trouble with glitches in QB.
Hi Marci:It's hard to say. If you receive a payment against the invoice (make sure the check mark is checked off next to the invoice in the receive payment screen) then the invoice should show as paid. Run the open invoices report from Reports-Customers and Receivables and the invoice should not be showing up there if you have received the payment against it. It doesn't sound like a glitch but something either going wrong in your process or something you don't understand about what is happening or you are seeing. QB "glitches" are very rare, usually operator error to be honest, on occasion a data file is corrupt or has errors and you can do a verify data (File-Utilities-Verify data) to check for that
Hello Penny, I have a totally different issue but somewhat similar. My final invoice doesn't even show the partial payment that was received by me. When I create a partial invoice from the estimate and that invoice gets paid, my final invoice should indicate that payment under 'Payments applied' which it doesn't. Can you help me set it up so it does? I have tried googling for that help but I think I am not putting it in the right words for google to get me an answer.
Hi Viraja: Have you tried using a progress invoicing template for the invoice? Progress invoice templates present differently - not as payments applied but as a per line item amount that has been previously invoiced.
Is there a way to automatically bring forward the past due balance on the invoice? Say my customer has not paid their last 3 bills and I am sending them a new invoice for this months service. When I create the invoice, is there a way to have the past due balance show up automatically plus the new invoice amount? I know you can manually add a past due amount, but we have over 1000 customers we bill to each month and I don’t have time to go to each individual account and see how much the previously owed and put it on the invoice. Thank you!
Hi Jamie - The thing that you do in order to alert people to past due balances is to run statements. The statements will show all past due invoices. It’s pretty standard a/r practice to send statements to all customers with outstanding balances monthly statements. Some people send a statement with invoices and some just at the end of each month, depending upon your invoicing cycle. You can generate statements pretty specifically, either individual customers or those with past due balances. I know it’s an extra step, but an invoice is a stand alone transaction.
I have a question about something else. We make things due from the completion date not the invoice date. Is there anyway that we can change this auto fill of the Due date? And also i cannot seem to edit where all this line of date is on my page... (the edit page). Thank you again
@@PennyLaneCrull When you say we can override it, how do we do that? I know I can type over the date that gets filled in, I would like it to autofill from the completion date. Thanks
@@surfacesystems7427 It's not possible to auto fill based on the completion date, unless the completion date is the date of the invoice. The only way to auto fill the date is to set up invoice terms for the customer and these terms are tied to the invoice date. If you want a specific due date, you can put it in manually and that is really your only option.
I cannot see any formatting tab. There is no section at the top of the invoice showing all those tabs. How do I get that to show so I can find the formatting tab
Thanks Penny! I found the article on QuickBooks community forum but who would have guessed the would have denied access to that article. You are a life saver! thanks for your awesome explanation on a resolution.
Thank you Penny, you have actually been more helpful than QuickBooks Customer Service.
Penny, I was slamming my head on the wall with this one. You're a life-saver.
I'm not aware of a way to show how the payments were applied on a statement.
I have been trying to figure this out for SOOOOOO LONG! Thank you!
OMG, you were sooo helpful. I spent hours trying to print the invoice with the credit applied showing. I also spent over an hour with quickbooks, and they are useless. Thank you.
Thank you for this video. I just love the explanation and I can actually show the customer now the separated paid amount
Thanks so much for this. I've gone to QB's online forums multiple times trying to figure this out over the past 7 years since going to work a my present job. I've been printing out Transaction History for a given invoice, but was really not satisfied with that since it just wastes paper and ink, and we can't afford that anymore. Your video is just what I needed, and you have a new subscriber. 👍
I spent a couple of hours on this thing Thank you so much God bless you
this was helpful! exactly what i was looking for.
So helpful! Short and sweet! Thank you!
Hell yes, thank you. I’m a pretty non qb smart guy and this helped.
Penny,Thank Youuuu. I was trying to find this particular change of invoice for two days. Finally got it. !!!
You are welcome!
Rock Star!!! Thanks So Much!!!!😁
Great vids. Is there a report that shows what invoices were paid for by a specific check #? Is there a way to print the check # on an invoice that it paid for?
Not on the invoice itself unless you create a custom field on the template and manually add the check number to the invoice after payment. For this type of info, I recommend running a customer statement.
God bless Penny!
You know this product better than QuickBooks themselves.
penny, that was awesome can you show how a customers payments were applied on a statement report
Thank you! Explains so much!
Hello,
I'm having trouble getting the amount shown different on invoice, for example I'm only requesting half down so I need show total balance, request half, then balance due....
This works great for a regular invoice but does not for a Progress Invoice. Payments received do not show on my screen when I create an invoice. Does this work on Progress Invoices?
Hi Penny. Is there a way to modify the invoice template to show each payment applied instead of just a total of payments applied to an individual invoice? I'm using Desktop Pro 2021. Thank you.
Hi Sally - there is not
My problem is, and I'm sure it's something I'm doing, that when my second progress invoice is created, there is 0.00 in the payments applied. I receive the payment and apply against my first progress invoice. When I go to invoice the remaining balance, it only shows Total: $123.4, Payments Applied, $0.00, and Balance Due: $123.4. I went in to edit template and added the prior balance to the footer as well, which by the way is $0.00 as well. Can you help? What am I doing wrong? Thanks so much! Honestly, I have so much trouble with glitches in QB.
Hi Marci:It's hard to say. If you receive a payment against the invoice (make sure the check mark is checked off next to the invoice in the receive payment screen) then the invoice should show as paid. Run the open invoices report from Reports-Customers and Receivables and the invoice should not be showing up there if you have received the payment against it. It doesn't sound like a glitch but something either going wrong in your process or something you don't understand about what is happening or you are seeing. QB "glitches" are very rare, usually operator error to be honest, on occasion a data file is corrupt or has errors and you can do a verify data (File-Utilities-Verify data) to check for that
Hello Penny, I have a totally different issue but somewhat similar. My final invoice doesn't even show the partial payment that was received by me. When I create a partial invoice from the estimate and that invoice gets paid, my final invoice should indicate that payment under 'Payments applied' which it doesn't. Can you help me set it up so it does? I have tried googling for that help but I think I am not putting it in the right words for google to get me an answer.
Hi Viraja: Have you tried using a progress invoicing template for the invoice? Progress invoice templates present differently - not as payments applied but as a per line item amount that has been previously invoiced.
Is there a way to automatically bring forward the past due balance on the invoice? Say my customer has not paid their last 3 bills and I am sending them a new invoice for this months service. When I create the invoice, is there a way to have the past due balance show up automatically plus the new invoice amount? I know you can manually add a past due amount, but we have over 1000 customers we bill to each month and I don’t have time to go to each individual account and see how much the previously owed and put it on the invoice. Thank you!
Hi Jamie - The thing that you do in order to alert people to past due balances is to run statements. The statements will show all past due invoices. It’s pretty standard a/r practice to send statements to all customers with outstanding balances monthly statements. Some people send a statement with invoices and some just at the end of each month, depending upon your invoicing cycle. You can generate statements pretty specifically, either individual customers or those with past due balances. I know it’s an extra step, but an invoice is a stand alone transaction.
Great video! Thanks! QB help is useless compared to this.
I have a question about something else. We make things due from the completion date not the invoice date. Is there anyway that we can change this auto fill of the Due date? And also i cannot seem to edit where all this line of date is on my page... (the edit page). Thank you again
You can override the due date on any invoice, so long as the due date is one of the fields on your template.
@@PennyLaneCrull When you say we can override it, how do we do that? I know I can type over the date that gets filled in, I would like it to autofill from the completion date. Thanks
@@surfacesystems7427 you just enter the due date that you want in the due date field on the invoice
@@surfacesystems7427 It's not possible to auto fill based on the completion date, unless the completion date is the date of the invoice. The only way to auto fill the date is to set up invoice terms for the customer and these terms are tied to the invoice date. If you want a specific due date, you can put it in manually and that is really your only option.
Thank you!
I cannot see any formatting tab. There is no section at the top of the invoice showing all those tabs. How do I get that to show so I can find the formatting tab
@janice Shreve You can format any template from the templates menu. Go to Lists - Templates - right click the invoice template and click Edit
Thanks, I got it!
How can I print an Invoice with a "Paid" stamp and a balance of 0??
Hi Scott - once the invoice is paid, it should show up when printed.
Thank you