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Second invoice with past due amount from previous invoice?

OverlookHOA

When creating a second invoice for a customer that stills owes money from a previous invoice how do I get the past due amount on the new invoice???

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Accepted answers

Greg_the_Geek

You can't, you need to send a Statement.

All comments

Greg_the_Geek

You can't, you need to send a Statement.

UKR

A year ago or so, Quicken programmers added a new automatic field which appears at the bottom of all printed invoices: "Balance Due 123.45"

This field is supposed to show any unpaid invoice amounts still due.

When you print an invoice for a customer with unpaid amounts due, what does the printed invoice show? The correct amount of previous unpaid invoices + this invoices Total?

If that doesn't work properly, your best bet is to do as suggested above ... print a Customer Statement showing all previous transactions and the total amount due as of today.

OverlookHOA

How do I print a Customer Statement? I can't find it.

Greg_the_Geek

From the Business tab --> Business Actions --> Invoices and estimates --> Print statements...

OverlookHOA

Not very intuitive.

Greg_the_Geek

Also, you if you have more than 500 customers in your Address Book you can no longer print statements.

Quicken Paloma

Hello @Greg_the_Geek,

Thank you for the additional information, it is much appreciated!

-Quicken Paloma

UKR

Greg_the_Geek said:

From the Business tab --> Business Actions --> Invoices and estimates --> Print statements...

OverlookHOA said:

Not very intuitive.

If you plan on using Print Statements regularly, simply add a one-click icon to your Quicken Toolbar.