4/16/2023 0 Comments My invoice pro se 2016Keep in touch if you have other concerns about account summaries or customer balances. Learn from this article for guide: Create A Statement. From there, check the box for Long text and enter the account summary details.įurthermore, sending a reminder to your customer to know how much they owe would be more helpful for your business.Once opened, click Additional Customization.Next, find the invoice template you use and double-click to open.In your QBDT program, select the Lists tab.I've added a screenshot for your visual guide:Īpart from this, you can also use the Long text option in the Footer tab to enter the account summary information. In the meantime, you'll want to utilize the Customer Message field on the invoice to add an account summary details. Fill in the needed details and enter a brief description of your feedback on the suggestion box. For now, adding the Account Summary information isn't possible. I'd suggest sending feedback to let our product team know and to request the addition of this option. I can see how this is beneficial for your business. I'll be happy to help you, C1.Īllow me to share a few information about account summaries so you'll know on what to do, Pamela C1.
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