Effortlessly Manage Your Past Due Bill Template for Planning

Past due bill template for Planning

hello in this presentation we're gonna talk about a a new feature within QuickBooks Pro 2018 that being the past do stamp on the invoice as indicated here the past do stamp will be a stamp that is generated within QuickBooks for those invoices past due past the due date of the terms of the invoice it's a fairly straightforward feature however there are a few things that we want to take a look at one where's that past due going to be at two how can we use that to help us on the processing side on the bookkeeping side and three how does this past due stamp but print out and does it to print out to our customers if we are printing out an invoice that is past due and if we wanted to remove that past due stamp is that possible when we are sending out an invoice that is past due so we'll take a look at those questions as we go we are in QuickBooks we're in the get great guitars practice problem here and we're gonna look for an invoice that is past due and compare and contrast it with an invoice of that is not so first we're gonna go in to the invoices here just try to find we're just gonna backtrack to the invoices now if we select the back arrow we're gonna go through a series of invoices note this one doesn't say of course pass do it is not passed do the net 30 terms the date being in the future in this case we're working this problem in the future but we're gonna go back this one has been paid we see that item here that has been indicated in Prior versions of QuickBooks if we scroll all the way back to the invoice to an invoice that has passed a dues such as this one then we would not see that it has been paid obviously would not have that and therefore it would also be past due given the fact that it has passed the net 30 terms given the date of the invoice in this case at 10:11 2016 so therefore one it's past the due date past 30 days from the invoice and two it has not yet been paid and therefore we're gonna have this past-due item show up on this point of the invoice now if we don't do anything else to the default settings the QuickBooks will put it here but it will not actually print it when we print the invoice so it's a good indication for us in that way then if we are as the bookkeepers entering data we can easily go into the invoice and have a quick note saying this invoice is past due telling us that it won it hasn't been paid to it's past the date and a very quick and easy format if we were to print it I'm gonna go up to the printing here and show a preview we're going to print and I'm just gonna show the preview note that we don't see any indication here or anywhere on the invoice for that past due indication with in the end I'm going to close this invoice back out and go back to our QuickBooks if we would like the past to stamp to be printed out we can do so so if we are in the invoice we would have to go to the and we're in the main tab within the invoice here if we were to go to the formatting tab the second tab over and customize the data layout we're gonna customize the data layout in the formatting tab then we're gonna get an item that will show up here now if you're only in the QuickBooks template it might tell you hey you need to copy the template you can't change the template and then you'd make a copy of the template and have your customized type of of invoice and then you can go down here to the options will then select the basic customization options basic customization options and within the basic customization options we see a checkmark for the print past-due stamp so we're gonna go ahead and select that print a pass to stamp okay that's okay and then we're gonna overlap here a bit so that's what it's telling us but we have the past-due stamp and that should be on the printed form we will then say okay and see if that is indeed the case I'm gonna say okay here closing out of that once this feature has been set up we get this nice little option within the invoice so when we are looking at the invoice then we have past-due visible on print and email for this invoice and we convened turn it on and off so if we click on here I believe that's going to turn it off so I believe it is on now let's test it we're gonna go up to the print feature up here and I'm gonna go ahead and preview and see we have that past-due right there so the past-due is now being printed if I was to close this and close that and then toggle this to the two off and then print the invoice preview then it's back off again so we have a nice little toggle feature to turn it on and off and we have the permanent indication that there is a past-due invoice so how could we use this then it could be useful if we were going through a report for the receivable reports for example and if we were to close this invoice if I was to go to reports and we're going down to a company and receivables and we're in let's say the customer balance detail and in this case we're looking for Anderson here and we're seeing that these tie out I see okay there's a invoice there's a payment there's an invoice there's payment here's an invoice I'm not seeing it related payments to it so that happens to be the amount due hmm let's take a look at that at that invoice that's pretty old invoice in comparison to everything else and see what's going on and we get that immediate indication well I don't see that it's been paid and I see that it is indicated that it's past due and we get that immediate feedback then and there we could send out that in that email immediately or send it to to somebody to check on this or give a call on that so that's for our purposes it's going to give that immediate feedback for the for sending them out it also will send out that information