Categories
Custom Form Styles Invoice

How to add account summary on an invoice

The Account Summary can be added to the middle of the invoice. It includes:

  1. Balance Forward: the total amount due before this new invoice
  2. New charges: the current invoice amount
  3. Total Amount due: Balance forward plus current invoice amount

To turn on the Account Summary:

  1. Open an invoice form. (you can open new invoice or already saved invoice).
  2. Choose the customize Gear icon on the invoice (at the upper right corner).
  3. Click “Customize what your customers see” at the bottom.
  4. Switch to “Content” tab from default “Design” tab.
  5. Click the pencil on the right to edit account summary (next to amount).
  6. Now on the top left panel, check “Show on invoice” box for account summary under Table
  7. Save and Exit.

SEE SCREENSHOTS BELOW.
Note: If the customer has no balance forward from previous open invoices, then Account Summary will not show. Example: Customer’s first invoice.






 


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