Situation - client have made partial payment on a previous invoice and I have marked it as such. I want to bring the outstanding balance to new invoice.
I have two questions:
how do I add the “outstanding balance” to the Totals fields in the invoice design so that the Total in new invoices will automatically add in the “outstanding balance”?
Is “client balance” the same as “outstanding balance”?
Sorry, a bit confused here. Thanks for the wonderful. Still trying to learn all its’ features.
Thanks for the quick reply. So the outstanding balance is shown under the invoice fields in a new invoice but it does not appear in the Total fields. When I go to Invoice Design - Total Fields, there is an “outstanding” field there but it is not reflected in new invoice. It is only reflected when I email the client the receipt when payment is made.
Not sure if I explained the situation clearly before but this is the scenario
I created an earlier invoice for client with two items A - $320 and B $150 for a Total of $470
Client only paid $320
I enter the payment. Now the client still has a outstanding balance of $150
I now need to invoice him for Item C which so happens is also $320.
When I create the new invoice, I want the balance of $150 (which he has not paid) to reflected in the Total section and added to the final Total amount.
In my Invoice design, I have i) Client Balance in Invoice Details and ii) Outstanding in Total Details
