View Balance on Amount owed


Cant figure out if this is supported:


I do work for a customer today. He now owes me $10 000

We have agreed he will pay me off over 10 months

a) I create a RECURRING invoice for $1000 to be sent monthly for 10 months

b) How does he see what balance is owing on his contractual obligation after a few months? (i.e. maybe he has made some full and partial payments, and wants to see his balance owing?)



Your client couldn’t see their balance but could see the recurring invoice settings in the client portal.

thanks, gothca.

is my process in (a) correct?

It looks correct to me

thank you very much sir!