Is there a process to show balance forward on an invoice if account summary is checked but nothing shows on invoice?

You're almost there, TBA3. There's just one more step to complete.

You're already on the right track in ticking the Show on invoice checkbox on your invoice template. Now, to ensure that account summary will be displayed, we'll have to select the correct custom template when creating the transaction.

Just a heads up, the details won't populate in the modernized template or if the transactions that make up the balance forward are more than 1 year old.

When you're ready, here's how to proceed:

If you have any additional questions, please don't hesitate to reply. We're here to help.