invoice show total of all invoices due
Can we have an option that shows on the Invoice for a customer, their current status of account. eg. I have customers who pay a lump sum in advance, each month the Invoice simply shows a that it's paid but doesn't show what their credit balance left is. Also if a customer hasn't paid the last bill, it would be good to show on the Invoice that they have an overdue balance without affecting the overall totals on that invoice.
Dale Mykoliw
shared this idea
Hi Dale,
Thank you for posting on our feedback forum.
1. For letting the clients know their credit balance, you can give them access to the client portal. When they login to the portal, they would be shown a dashboard which has information about their “Credits available”.
2. Displaying their overall balance due – For this, you can insert a placeholder in the email templates.
- Move to Settings > Email templates > Invoice notifications > Show mail content;
- Use the “Insert placeholders” option and insert the placeholder for “Customer Balance”;
- Save the changes.
The above placeholder will just display their overall unpaid amount without affecting the balance of the current transaction.
If you have any doubts on this, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma.