show a description of a payment on invoice

Unknown

I have applied a payment to an invoice, and it calculates the balance due correctly but it doesn't show how it got to that number anywhere on the invoice. is there a way to show that on an invoice?

UKR

Unknown

Greg_the_Geek

You need to generate a Statement to show payments.

UKR

Unknown

Greg_the_Geek

The Balance Due was added in Quicken 2018/2019 by some programmer who had no clue about Invoices and Statements. In Quicken 2017, you would send an Invoice first and if a partial payment was received, you sent a Statement showing the payment and Balance Due. The Balance Due does NOT belong on the Invoice. We should have the option of removing it in the Forms Designer.

Unknown

Greg_the_Geek

Generate an Invoice and then apply the deposit. When the work is finished, send a Statement with the Balance Due.

twoj

It would not seem to be too difficult to bring back the old version of the form.  Is there a way to get Quicken to do it?

Greg_the_Geek

Actually, the best way is to make it an option in the Forms Designer instead of being hard coded. You can create a New Idea post in the Product Ideas - Quicken for Windows category and let users vote for it.