Displaying the outstanding balances on a client matter invoice effectively encourages clients to pay their outstanding fees. An invoice that shows the outstanding balance sends a clear message to the client that payment is expected and overdue.
Steps to Show Outstanding Balances on an Invoice
Go to the invoice creation page to create a new invoice and complete all the details required.
Toggle the
Show Outstanding Invoicesbutton on the invoice creation page. This will show the outstanding balance of the client matter on the current invoice.
Review the invoice to ensure that all details are accurate.