invoicing

MarkAustguard

hi Guys

two questions...

Can an invoice have a zero balance owing box added. I mostly take payment onsite then do the invoice and payment when im in the office. At my end it shows zero balance but not when i email the client.

Can an invoice show a running total amount of outstanding $$ for that client..

Thanks Mark

John Graetz

Yes you can, Mark. You will need to modify one of your Invoice templates to do this. You will find the options under the Footer tab. You have options to include the following:

Payments/Credits

Balance Due

Customer Total Balance

When you go down this road you will need to take a bit of time position the new fields on your template, but it is possible because I used to do this for an entity that I previously worked for. I still have the template that I used at the time. You will probably also need to do a bit of testing to see how all of this comes out and that it all conforms to exactly what it is that you want to achieve.

John L G

Acctd4

Hi Mark

Yes, I have the main invoice template, along with copies that I've modified for part payment with balance remaining, & a receipt version when paid in full.

On the Footer tab of the Additional Customisation, you'll find the options to add additional fields for Payment/Credits, Customer/Job Total Balances & remaining Balance Due fields. As you "Receive Payments" against the invoice, these fields will automatically reflect accordingly.

You might also want to consider using the Sales Receipt rather than an Invoice - This is the invoice & its corresponding payment in one (eg the equivalent of a till receipt that you would get for a purchase at a shop showing your total purchase amount)

MarkAustguard

Perfect -

Thanks John