Q: How do I carry a balance forward to a future invoice and show payments made?
A: Open the invoice (or the form you want to change), click customize (on the tan menu), click customize data layout, on the footer tab click payments/credits, balance, then click layout designer and get things positioned.
This is a question I see/get often. Don't forget you can customize invoices as freely as you want. When you have time, create a few "practice" invoice templates and try colors, moving the logo, adding/subtracting columns.
Now is the time to consider re-branding your image for the new year.