Outstanding balance forward on next invoice.

[ocbizlaw]

I'm still having trouble with this.  I created and invoice, sent it and marked it billed.  I received no payment from the client.  The following month I generated a new invoice with new items on it. 

The problem is this:

The new invoice shows a total balance due of only the new invoice items.  It DOES NOT show the balance forward from the prior invoice.  How can I make the new invoice show any outstanding balances so my client readily sees the past due amount on the new invoice?

[Adam]

Invoices are not Statements.  An Invoice will not show a balance forward from other invoices.  Statements are on our "wishlist".  You should probably go into the old Invoice and in the "Notes" section add text that says something like "This Invoice is past due. Payment is required immediately".  Then resend that Invoice.

[ocbizlaw]

Right, I understand. 

I'd rather have "statements" but your timekeeping is so awesome that I just created a workaround.  I created an time entry called Previous Balance and make it the first entry on each invoice.

[GregF]

Any update here on allowing us to generate "statements" instead of invoices?  I bought your invoice module months ago but have never used it b/c it can't show Balance Forward from the prior bill and indicate whether or not it's been paid. What I need is something like the following for an invoice I would generate 12/4/11 for November charges:

Charges this month: $5,000.00

Balance on previous statement: $4000.00

Payment received:   $3,000

Total now due: $6,000

[Adam]

We do not have an ETA on Statements yet.

Although we do not have statements, that does not mean that you can't track things.  Here's what I recommend.  In the bottom right corner is the Invoice filter button.  Select "Status" and set to "Pending & Billed".  What that will do is only show invoice that are *not* Paid to zero.  So everything you see is "Due".  You can always re-Generate an Invoice and send it to the client again.  If it is partially paid, even better as it will reflect the invoice amount, minus the payment with a new Invoice Amount (due).