This article outlines how to modify the customer invoice template to include Customer Total Balance and update Memorized Transactions with the new invoice template. Version: QuickBooks® Desktop.
Open Templates under Lists > Templates
Select Current Copy of Template: Intuit Service Invoice Template
Make a new copy of Copy of Intuit of Intuit Service Invoice: select Copy and OK
Select Additional Customization
Navigate to the Footer Tab > At the Balance Due line add check mark to Print
Select Print Preview > Confirm Customer Total balance appears on the template and select OK
Test Newest Template by selecting a customer with an existing balance
Create a new invoice using the new template
Select Print Preview to see result:
Replace Memorized Transaction (New customer invoice template)
Open Memorized Transactions
Double Click on an existing agent Invoice
Change to Newest Template
Select Memorize and then select Replace
When prompted to record the transaction select No
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