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New Member
August 24, 2026
Question

invoice showing correct balance but when emailing it shows old balance

  • August 24, 2026
  • 1 reply
  • 9 views

After applying a credit/payment to an invoice, the invoice shows the correct balance but when i click email that same invoice and the preview comes up it is the old balance without showing the payment and the new balance.   How can I email the invoice and it show the correct balance?

1 reply

QuickBooks Team
August 24, 2026

To fix the balance discrepancy in QuickBooks Desktop, you need to update your software to the latest release and ensure your template's layout settings are properly configured to reflect recent payments and credits.

 

Here’s how:

 

  1. Go to the Help menu at the top.
  2. Select Update QuickBooks Desktop.
  3. Go to the Update Now tab, check the box for Get Updates, and click Get Updates.
  4. Once the update completes, try emailing the invoice again.

 

If the issue persists after updating, create a new invoice template and make sure you select and apply that new template to the invoice before emailing it again.

 

Feel free to reply below if you have more questions or need additional assistance.