You might want to send your customer a Statement, accounts163.
Currently, there isn’t a way to carry the customer’s previous balances over to the latest invoice. Creating a statement would be a great alternative for this. The form will show all the employees invoices, payments and existing balances.
Here’s how you can create it:
- Go to Sales from the left menu.
- Go to the Customers tab.
- Locate and select the customer involve.
- Click the New transaction tab and select Statement.
- Choose Balance Forward on the Statement Type.
- Select the statement date.
- Set your desired period.
- Click Save and send.
Check this out to learn more about this process: Statements.
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