QB Issue Resolution:

Account Summary on an invoice
Answer ID: 1291

The Account Summary is a summary of information that can be added to the middle of the invoice. The summary includes:

The total amount due as of the date of the last preceding invoice or charge (assuming it pre-dates the current invoice) and even if there is a credit (negative) balance as of that date.
All payments or credits between that date and the date of the current invoice (not applied to the current invoice)
All payments or credits after the preceding date that have been applied to the current invoice

To turn on the Account Summary:

Choose the Gear icon > Company Settings.
Click Sales in the left column.
In the Customize section, click Customize look and feel.
If you have Custom Form Styles:
Click Edit next to the Style you want to edit
Click Next
In the Appearance Section, place a check in the box for Account Summary
Click Save

If you have Customize Sale Forms:
Click on Account Summary from the side
Place a check in the box for Print Account Summmary
Click Save.

Note: If the customer has no previous balance, then Account Summary will not show. Example: customer’s 1st invoice

The account summary might seem incorrect on your invoice because it shows only payments made prior to the date/time your invoice was created. Any payments made after the date/timestamp of the invoice will not show up on that invoice’s Account Summary.

If you want to show customers a list of Invoices and Payments, create a statement:

Send a Statement to the customer using the Balance Forward option.

Click Customer.
Select your customer from the list.
From the Batch actions menu, select Send statements or Print statements.
Select Balance Forward.
Select statement dates.
Click Send Statements.

In order to show all the detail on the statement:

Settings > Company Settings.
Select Sales on the left.
Under Statements, click the edit icon.
Select List each transaction including all detail lines.
Click Save.

Remove the account summary from the invoice:

Choose the Gear icon > Company Settings.
Click Sales in the left column.
In the Customize section, click Customize look and feel.
If you have Custom Form Styles:
Click Edit next to the Style you want to edit
Click Next
In the Appearance Section, remove the check in the box for Account Summary
Click Save

If you have Customize Sale Forms:
Click on Account Summary from the side
Remove the check in the box for Print Account Summmary
Click Save.

Note: Turning off the account summary loses all past amounts due.
Back to top

Details
Answer ID 1291
Products QuickBooks Online Simple Start (H)
QuickBooks Online Essentials (H)
QuickBooks Online Plus (H)
Categories Using This Product
Date Created 11/13/2006 12:30 PM
Date Updated 04/11/2015 02:26 PM
Allow Crawling? Yes

Resolution for Issue 'Account Summary on an invoice' available: Yes (Solved).
Source: Intuit Community forum.

Account Summary on an invoice: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for Invoice
Quickbooks Repair Pro will resolve it efficiently and affordably. Guaranteed resolution of your issue, or you pay nothing!

Error Recovery for Invoice [Canada]
E-Tech is the #1 Quickbooks data migration and Conversion service provider.

Get 50% off Quickbooks Online

Click Here for 50% off!

Additional Support Options: