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Level 1

How to create an invoice showing the past due balance and the new charge?

I need to invoice customers with a new charge while they are carrying a past due balance. How do I create a new invoice that includes the past due balance + the new charge?

 

 

(Title has been edited by moderator for clarity)

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Level 3

How to create an invoice showing the past due balance and the new charge?

Normally you would just make an invoice for the new charges, and then send a statment as well, that shows all unpaid amounts, as well as any payments that may have been made. 

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Anonymous
Not applicable

How to create an invoice showing the past due balance and the new charge?

Hey @julieS,

 

Adding past charges a second time to a new invoice can really mess with the accounting. Follow @chipoffblock's guidance and create two items: an new invoice for the new charges and a "Balance Forward" Statement for the old transactions. There are a couple ways to send the Balance Forward Statement:

 

  • Go to the Sales Tab and and then the Customer Tab. Find the customer and click the down arrow icon on the list next to their name ( Arrow Icon.jpg ). Select "Create Statement" and set the date range on the form. Click send and it's off!

    Make sure you follow up with the customer :), though they probably get the hint.
     
  • If you want to send Balance Forward Statements to multiple customers, you can do a batch action. Click the Plus Action Icon (Action Icon.PNG ) and select "Statement." You'll be taken to a form screen. Select "Balance Forward" as the statement type and set the date range.

    You can also choose to forwardOpen balances or just those that are Overdue.
     

Hope this helps!

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