Monday, November 28, 2011

QuickBooks: Customer Total Balance Invoice

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.

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