Second invoice with past due amount from previous invoice?

Quicken Windows Other Member
in Business and Rental Property Tools (Windows)
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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Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can't, you need to send a Statement.
    Quicken Subscription HBRP - Windows 10

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can't, you need to send a Statement.
    Quicken Subscription HBRP - Windows 10
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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.
  • Quicken Windows Other Member
    How do I print a Customer Statement? I can't find it.
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    From the Business tab --> Business Actions --> Invoices and estimates --> Print statements...
    Quicken Subscription HBRP - Windows 10
  • Quicken Windows Other Member
    Not very intuitive.
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Also, you if you have more than 500 customers in your Address Book you can no longer print statements.
    Quicken Subscription HBRP - Windows 10
  • Quicken Windows Subscription Alumni ✭✭✭✭
    Hello @Greg_the_Geek, 

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

    -Quicken Paloma 
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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.
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