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QB 2007 Mac... Invoice... show entire balance due?

  
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QB 2007 Mac... Invoice... show entire balance due? Jefferis NoSpamme 03-31-2008
Posted by Gary E on April 10, 2008, 11:37 am
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 Only option I see (due to the limitations of the MAC version of QB) is to
run boot camp or parallel desktop and install the PC version of QB. That
version gives you the option of showing balance due on an invoice for
shaming purposes.


> On 4/9/08 8:03 PM, in article cPcLj.9033$BT1.4946@trnddc04, "Golden
>
>> If you create a statement by date range you get the payments and
>> invoices, if
>> you create a statement as of you get the open items. I know you can
>> customize
>> the statement to show the 1-30, 31-60 at the bottom.
>
> Yeah, but when I did that, say from the beginning of the year on the
> statement, it showed like $350 balance forward on the first line. It
> didn't
> make any sense because the client had no outstanding balances or credits
> as
> of the first of the year. The total due was right on the statement, just
> not the first line...
>
> I'm basically wanting to add an OVERDUE notice to the current invoice,
> hoping to shame the client for his tardiness... :-(
>
>
> ~~~~~~~~~~~~
> Jefferis Peterson, Pres.
> Web Design and Marketing
> http://www.PetersonSales.com
>
>
>
>
> ----== Posted via Pronews.Com - Unlimited-Unrestricted-Secure Usenet
> News==----
> http://www.pronews.com The #1 Newsgroup Service in the World! >100,000
> Newsgroups
> ---= - Total Privacy via Encryption =---



Posted by Golden California Girls on April 10, 2008, 3:34 pm
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 It would be a lot less expensive to go to the office store and get a bright red
rubber stamp that says overdue. Hopefully you don't have that many clients who
need the message.

Gary E wrote:
> Only option I see (due to the limitations of the MAC version of QB) is to
> run boot camp or parallel desktop and install the PC version of QB. That
> version gives you the option of showing balance due on an invoice for
> shaming purposes.
>
>
>> On 4/9/08 8:03 PM, in article cPcLj.9033$BT1.4946@trnddc04, "Golden
>>
>>> If you create a statement by date range you get the payments and
>>> invoices, if
>>> you create a statement as of you get the open items. I know you can
>>> customize
>>> the statement to show the 1-30, 31-60 at the bottom.
>> Yeah, but when I did that, say from the beginning of the year on the
>> statement, it showed like $350 balance forward on the first line. It
>> didn't
>> make any sense because the client had no outstanding balances or credits
>> as
>> of the first of the year. The total due was right on the statement, just
>> not the first line...
>>
>> I'm basically wanting to add an OVERDUE notice to the current invoice,
>> hoping to shame the client for his tardiness... :-(
>>
>>
>> ~~~~~~~~~~~~
>> Jefferis Peterson, Pres.
>> Web Design and Marketing
>> http://www.PetersonSales.com
>>
>>
>>
>>
>> ----== Posted via Pronews.Com - Unlimited-Unrestricted-Secure Usenet
>> News==----
>> http://www.pronews.com The #1 Newsgroup Service in the World! >100,000
>> Newsgroups
>> ---= - Total Privacy via Encryption =---
>
>

Posted by QBConsultant on April 10, 2008, 11:11 pm
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wrote:
> It would be a lot less expensive to go to the office store and get a brigh=
t red
> rubber stamp that says overdue. =A0Hopefully you don't have that many clie=
nts who
> need the message.
>
>
>
> Gary E wrote:
> > Only option I see (due to the limitations of the MAC version of QB) is t=
o
> > run boot camp or parallel desktop and install the PC version of QB. =A0T=
hat
> > version gives you the option of showing balance due on an invoice for
> > shaming purposes.
>
> >> On 4/9/08 8:03 PM, in article cPcLj.9033$BT1.4946@trnddc04, "Golden
>
> >>> If you create a statement by date range you get the payments and
> >>> invoices, if
> >>> you create a statement as of you get the open items. =A0I know you can=

> >>> customize
> >>> the statement to show the 1-30, 31-60 at the bottom.
> >> Yeah, but when I did that, say from the beginning of the year on the
> >> statement, it showed like $350 balance forward on the first line. It
> >> didn't
> >> make any sense because the client had no outstanding balances or credit=
s
> >> as
> >> of the first of the year. =A0The total due was right on the statement, =
just
> >> not the first line...
>
> >> I'm basically wanting to add an OVERDUE notice to the current invoice,
> >> hoping to shame the client for his tardiness... :-(
>
> >> ~~~~~~~~~~~~
> >> Jefferis Peterson, Pres.
> >> Web Design and Marketing
> >>http://www.PetersonSales.com
>
> >> ----=3D=3D Posted via Pronews.Com - Unlimited-Unrestricted-Secure Usene=
t
> >> News=3D=3D----
> >>http://www.pronews.comThe #1 Newsgroup Service in the World! >100,000
> >> Newsgroups
> >> ---=3D - Total Privacy via Encryption =3D---- Hide quoted text -
>
> - Show quoted text -

You can customize the invoice to add the 'long text box' at the bottom
of the invoice. Then you can put in there a note about your account
is past due--please pay since we have bills to pay too! Or something
nicer to shame them into paying. You can name this template 'overdue
invoice' so you can use it for various clients whenever they are late
in paying!

Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Complete Guide to
Starting and Growing a QuickBooks Consulting Business
http://www.SuccessfulQuickBooksConsulting.com
http://www.amazon.com/Successful-QuickBooks-Consulting-Comprehensive-Startin=
g/dp/1434810690

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