Still grasping at how to display a remaining payment amount for clients that pre-pay for services…Is there a way I can display ALL/TOTAL unapplied payments for a client on their invoices?
Example: Client pays $250. Payment is entered. Each following invoice will be for $50. How can I show the remaining Payment balance on their paid invoice notification? I tried look at custom settings for the invoice design but so far I am not able to find a string or variable that would provide a total available payment value. Ideally this would be high level so if a client had multiple payments that had positive remaining balances, this variable should represent the total available balance across all payments.
I requested this feature and David closed/completed the issue which I am very grateful for. However, after updating my test instance I do not see where the client payment balance is an option in the invoice design so I can add it. Do I need to do something else or am I looking in the wrong places? I have looked under “Invoice” and “Totals” where I thought might be the appropriate places to add this line of data.
I am working both angles here forums and github trying to make some headway. It seems the variable was exposed but David mentions it is only available for use or in public notes or custom invoices. I tested using in a public note but it did not result in displaying a dollar amount with multiple unapplied payments on a test client invoice. I tested a full invoice including sending and the PDF in the email just read: client name.payment_balance. Honestly putting this as a public note on every invoice is just more workflow steps and not what I had hoped for.
Additionally, I am not a programmer but I’ve tried to look at custom invoices but I have no idea how to achieve what I need. I am using the “clean” stock invoice template and just want to display something to affect of “Prepay Balance” as the last line in the invoice section:
