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Dale Mykoliw

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  1. invoice show total of all invoices due

    3 votes
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    0 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

    Dale Mykoliw shared this idea  · 

  2. multiple overdue invoices statement

    128 votes
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    5 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.

    You can take a look at this help document to know the steps:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
    (Refer “Send list of unpaid Invoices”)

    Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)

    We’ll keep you posted on any further progress on this.

    Cheers,
    Reshma.

    Dale Mykoliw supported this idea  · 

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