Show the Customer Account Balance Due on Invoices

You can inform customers of the outstanding balance due on their account by showing their total account balance on each invoice. This is a good way to keep customers aware of their balance due between statements.

The balance on an invoice is the customer's total amount due on their account, including the amount of the invoice it's printed on.

To show the customer account balance on invoices, you need to customize your standard invoice form. Then, you can select this custom form when creating an invoice.

To customize an invoice to show the Balance field:

  1. Go to Customization > Forms > Transaction Forms (Administrator).

  2. Next to the invoice form to which you want to add the Balance field, click Customize.

    In the Name field, enter a name for this form. For example, Balance Field Invoice.

  3. Click the Screen Fields subtab.

    On the Billing subtab, check the box in the Show column next to Balance.

    If you use the Consolidated Payments feature, check the Consolidated Balance box to show the consolidated balance.

  4. Click the Printing Fields subtab.

  5. Click the Body subtab.

  6. Check the box in the Print/Email column next to Balance.

    If you use the Consolidated Payments feature, check the Consolidated Balance box to show the consolidated balance.

  7. If you want this to be the preferred form, check the Form is Preferred box in the header.

  8. Click Save.

Now, when you create invoices using this form, the customer's account balance shows in the Balance field. This balance shows on the invoice when it's viewed, printed, faxed or emailed.

Note:

When you view an old invoice, you'll see the balance due at the time the invoice was created. To update the balance, edit the invoice.

General Notices