![]() ![]() The form or option to show the customer an updated estimate with the already paid amount is unavailable since the Estimate in QuickBooks Online is a non-posting entry. Welcome to QuickBooks Community and it's nice to see you posting your concern here in our forum. ![]() Feel free to reply to this post if you need a hand with customizing your sales forms or any QBO related. That should point you out in the right direction. I've got a link here that provides you with articles about managing your customer transactions: Sales and customers gather topics for all your company's income and customers. Then, go to Create and send Balance Forward statements section. Just check out this article for the steps and details: Add an account summary to an invoice in QuickBooks Online. ![]() Then, add details for each transaction in the statement. If you need to give customers a complete transaction history, send them a Balance Forward statement.
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