How do I View Previous Balance for my Customer in Invoices App?

Updated on October 29, 2020 01:22AM by Admin

You can view the invoice payment summary on the invoice creation page itself. This feature allows you to view "Previous Balance", "Existing Balance" and "Payment Received" information of a selected customer.

  • Previous Balance - Previous invoices balance of a customer.
  • Existing Balance - Current balance of a customer.
  • Payment Received - Amount received from a customer.

In order to view this payment summary in the invoice, you need to enable the "Display payment summary in invoice" from Invoices App settings.

  • Go to the Settings page in the Invoices app and click on the Invoices → Invoice Payment Summary.
  • Enable the Toggle to view the payment summary.
Invoices

View Payment Summary

  • Now, create an invoice for a new customer
  • Then, record the payment of the invoice by clicking on the Record payment button.
Overview

  • You can view the initial amount of payment summary.
  • Recorded payment for the created invoice.
Record Payment

  • Again, when you are creating a new invoice for the same customer, you can view the previous payment summary for the customer.
Previous Balance


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