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julieS
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)

2 Comments 2
chipoffblock
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. 

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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