Method Community

I have generated an invoice then saved it. I added more line items after the fact and updated it via pressing update and then pressed save. The subtotal and balance due have not updated. But they are up to date on a print preview. How do I get them to update as well on the invoice screen? 

Hi ayoung,

Did you select the Save button? There are some actions on this button that will calculate and populate these fields with the updated amounts. If you just selected Update on the grid or Print Preview, this is why the subtotal and balance due were not updated.

-Audisho

yes pressed save. Order of what I did: went back into invoice added line items pressed update, then pressed save. balance due did not update.

Hi ayoung,

If this is a custom screen, I suggest you take a look at the actions on the save button of the stock screen that are used to populate the updated values. Here they are.

If you’re having this issue on the stock invoice screen, please give our support number a call at 1.888.925.6238 x2 and we’ll be happy to investigate this with you. I hope this helps.

-Audisho

How do I get to that screen? I'm a newbie

Hi ayoung,

The stock screen is named QuickBooks_Invoice and can be located by navigating to Customize > Screens. You will need to make a copy of the screen in order to enter customization and view the actions on the save button.

I hope this helps.

-Audisho