Can invoice show how it's paid for?

Right click on any invoice in customer view and select view history.

Allan,

That's interesting, didn't know about it.

I was hoping to be able to have an invoice show (print on the invoice) specifically when a bill is reduced by a portion of it being applied to a credit due to a customer, and the remaining amount due.

I guess I would have to just type it manually as a comment.

GC

Look at your different invoice templates. You can get (less some of the detail you want) a Subtoal less Payments/Credits equals Balance Due. You can also use a statement to show this information in a bit more detail.

What I want to do specifically is when a customer has a large credit due, and a specific invoice has a portion of that credited in it to reduce the total of that invoice.

When you make an invoice there is a spot in the lower right area where you can apply credits to an invoice and QB keeps track of the amount of the credit that is being applied, and reduces the overall credit due accordingly. If you printed the invoice right then, and had added the fields to your invoice template for credits/payments, it would show it correctly.

But later after you have applied a payment to the invoice, printing the invoice now shows the applied credit and the later payment summed up in the credit/payment field. And the total amount due is now $0. There does not seem to be a way for the invoice to then show the applied credit as a distinct field from all payments lumped together.

I would like to be able to show (itemized) the ways an invoice had been paid.

Statements don't seem to do that, and are not particularly customizable.

Like:

Services (total): $5,000.00 Applied to Credit $1,000.00

Total Due $4,000.00

Payments (usually later date than invoice) $4,000.00 Open Balance $0.00

It looks like the only way to do this is just type in a note that an amount is being applied to a credit.

GC

Thought someone suggested it earlier, maybe not, but have you tried going to the invoice and clicking the History button. Then you can print that out.

Give that a try and see if that will have enough info.