I appreciate the complete details you've provided, @rstran.
You can create a single invoice and post partial payments so the remaining balance will be opened as unpaid. You can also turn on the Account summary so when you send the latest invoice to your clients/customer it will total all open balances.
Then customer can pay any amount when they pay through ACH/Online Payments.
Feel free to click the Reply button if you have other questions. I'm always here to help.
You could be using a different template, rstran.
Please open your invoice transaction and click Customize to see if the correct template was selected. If not, select the right one, and try sending the invoice to your email to test it.
By the way, you're creating a single invoice for a particular contract. Do they have a balance previously, or this is their first invoice ever?
Please feel free to continue posting on this thread if you have additional questions.
I even went to far as to create a new invoice from the master. I made sure the section was turned on, which it was by default. No change in my output. Very dissapointed. Does anyone else use this feature or have a problem here?
The template that you've selected is right to show the following:
However, this will not show up in the form if there's no transaction happening with this. For example, the payments and credit card, will not appear since there's no payment and credits with this
If it should have all the information and getting the same result, I'd suggest reaching out to our Customer Care Team to investigate this further. To contact them, please follow the steps below:
Let me know if there's anything else that I can help you with.
Thanks for getting back to us, rstran.
Yes, they are just samples. What will display on your invoice, are the dates when the payments and credits are processed.
If the balance forwarded still doesn't show after printing the invoice, I'd suggest contacting our phone support. That way, they can gather information on what's causing this issue. You can follow the steps above provided by @SarahannC .
In the meantime, you'll want to try importing custom form styles for invoices, here's your guide: Import custom form styles for invoices or estimates
Feel free to post again here if you have other concerns.
OK Here's the rub: The reason I was having a problem is that there was no BALANCE FORWARD. Even though this is called an "ACCOUNT SUMMARY" is is really a BALANCE ROLL FORWARD. If there is no opening balance, ie, its ZERO as of the invoice date you are entering and sending, it will not show that section. I had to figure this out on my own. Sorry, -1 for you guys.