Quickbooks Pro 6 help?

Question

Can a past due customer balance be carried over to a current invoice?

Or would I just have to send out both invoices, past and present. I have had no luck figuring out how to get a prior balance on to a current invoice. The billing cycle for this client is every 2 wks.

Answer 1

Invoices are unique to each number, so unless you cancel the outstanding one and reissue it as part of the new invoice, you're going to end up double-billing them.

In your position I would issue the current invoice, and then include a statement, which you can refine to show one bill, the other, or both, depending on the dates you define.

(Customers > Create Statements)

Answer 2

I agree with Gravey

send the new invoice, and a copy of the old invoice marked "Overdue"

plus a statement showing them how much they owe, and how old each invoice is.

Then you can call them in a couple days and ask

"Did you get my statement?"

That's a polite way of asking for the money.

Randy Dyck

IronOak IT Inc.

http://www.ironoakit.com

Answer 3

In newer versions of QuickBooks, you can add the customer's outstanding balance to the invoice template. It would only be the amount of their balance, but it would alert them. In version 6.0, this was not available.

Others have suggested using Statements to alert your customer to their balance. In version 6.0 this was the only alternative.

Under the Customer menu, select Create Statements and review the settings, you may have to change the dates for the statement period to get exactly what you need.

In newer versions there is a choice for all open transactions, but I don't recall that was available back then.

If you are going to have to do this regularly, you might want to consider upgrading your software, it has come a long way since then. In fact 6.0 is not Y2K compliant - so any help you may need will be hard to find.

Answer 4

Send them a Statement showing the current and past invoice amounts, seperate from the current invoice (not the past invoice, wait until they ask for it). You have to be pro-active in the business world - CALL them and ask when the are planning to pay the prior invoice. If they don't have it (lost in mail), they will ask you for a copy. At least when you call the A/P department, you will find out what is going on.

Always CALL after 30 days late.....ALWAYS.