How to get ‘Account Balance’ on invoice

We have Credits & Un-applied payments that customers never use. We would like to include these on current invoice totals.

Example:

Subtotal

+ Misc

+ Sales Tax

-Less credit/overpayment amount on account

Total Due

 

Any suggestions?

Rookie Asked on April 22, 2022 in How To's.
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1 Answer(s)

You could use the customer statement feature. Granted, it’s not that great/user friendly, but it will show the open invoices as well as the open credits. If you’re wanting to apply those credits to the existing open invoices and have that show on the printed invoice form, you’ll need to modify the invoice form to include that information. Might be tricky/not possible to get it exactly how you want it, especially if you’re wanting it to show up as a line item, but at the very least you can definitely pull in the amount remaining (once you’ve applied the credits to the existing open invoices).

Intermediate Answered on April 22, 2022.
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