Is there a way to show outstanding amounts that the client owes on the next invoice?
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3 comments
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Oranged Support In the project overview (for a specific project) you can show the billed vs unbilled amount to see how much will be on the next invoice. To do this, select any project and click the small gear icon below the project's overview and choose Customize Overview. Next, make sure Billed/Unbilled Amount is checked.
You can also find similar information by selecting the Invoices group from the very left (if it's not there turn it on via the large gear icon > View Settings > Show Groups: Invoices), and then selecting Items Awaiting Invoice.
Lastly, if you want you can create a custom summary (Summaries Menu > New Custom Summary) of unpaid debt/credits. You can put whatever information you'd like in the summary and save it. You could then use this as an on-the-fly summary to filter it by a specific client. Please see more about that here:
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Felicity Evans Thank you for this information, but I would like to add a new line to the totals on the base of my invoice that includes the customer's outstanding balance.
Is there a shortcode/variable that I can add to the invoice template to display if the customer has an outstanding balance?
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Rob Sherrard - Imageer You might want to look at the variables ClientInvoicedBalance and ClientBalance
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