How can I show a client’s previous balance and current payments on an invoice?

Q: How can I show a client’s previous balance and current payments on an invoice?

A: If you would like this to show on the majority of invoices you create, go to Setup > My Company > Information & Settings > Aging tab and check the box that is labeled “Print Previous Balance & Current Payments.” Otherwise, you can change a contact’s default settings or a specific invoice by clicking the “gears” icon in the Invoices section of the Billing tab or while looking at an invoice’s details.