Quickbooks Premier


A

angi.withers

Hello all,

I am currently looking at quickbooks to purchase for my company. I know
that Quickbooks Pro does not have the ability to have a balance
forwared on invoices but it does when you create statements. Is this
different in Premier 2006? Is there a product that quickbooks offers
that gives you the ability to customize an invoice with a balance
forwarded.


Thank you in advance


Angi
 
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G

Gary E

I know of no Quickbooks product that will give you that information on an
invoice, only statements.

Gary
 
H

HeyBub

Hello all,

I am currently looking at quickbooks to purchase for my company. I
know that Quickbooks Pro does not have the ability to have a balance
forwared on invoices but it does when you create statements. Is this
different in Premier 2006? Is there a product that quickbooks offers
that gives you the ability to customize an invoice with a balance
forwarded.
Balance forward on an invoice? Please explain.

Do you mean how much the customer owes from prior invoices at the time THIS
invoice was created?
 
A

angi

Yes. If a customer does not pay and invoice the very next invoice that
is printed will have the past due invoices total on there as well.


Angi
 
H

HeyBub

angi said:
Yes. If a customer does not pay and invoice the very next invoice that
is printed will have the past due invoices total on there as well.
That's what I thought you meant. Never heard of such a thing.

If you know how much the customer owes, you could include that fact as a
memo. Maybe:

"Your account now stands at $123.45"

Or you could create a single statement for that customer.
 
G

Golden California Girls

HeyBub said:
That's what I thought you meant. Never heard of such a thing.

If you know how much the customer owes, you could include that fact as a
memo. Maybe:

"Your account now stands at $123.45"

Or you could create a single statement for that customer.
Statements - only option in QB. Unless they make a power/water/phone
utility version I'm not aware of.
 
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J

James Ryce

I believe that customer balance info is available as a footer field by
customizing the standard invoice forms within QB. I just opened the
customize editor and total balance, total customer balance and total job
balance are available options. I don't use this on my invoices, so can't
speak from experience. I'm sure that someone who has used these fields in a
customized form will speak up.

Also, if the invoice amount is the same and recurring, just use the
statements instead of an invoice.

Hope this helps.

James
 
G

Gary E

I have just looked at my QB2006 Premier and there is a field that you can
add to an invoice template that will show the total customer balance due. I
guess Intuit was listening to people, because that has been a request for
some time. Does the Pro version have this?

Gary
 
A

Allan Martin

Gary E said:
I have just looked at my QB2006 Premier and there is a field that you can
add to an invoice template that will show the total customer balance due.
I
guess Intuit was listening to people, because that has been a request for
some time. Does the Pro version have this?
The balance due is just for that invoice. This has been around for years.
Even Simple Start has this.
 
G

Gary E

Look again. On the Premier version, under Customize Template, Footer, are
two NEW options, Customer Total Balance, and Job Total Balance. This is in
addition to Balance Due, which has been around for years. Even Simple Start.

Gary
 
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A

Allan Martin

Gary E said:
Look again. On the Premier version, under Customize Template, Footer, are
two NEW options, Customer Total Balance, and Job Total Balance. This is in
addition to Balance Due, which has been around for years. Even Simple
Start.
They are not new footer options, they have been around for years.
 

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