Create a Past Due Balance

Create a Past Due Balance

To create a past due or open balance invoice, go to the customer account

Navigate to Invoice History>Click Insert>Select P (for product invoice)
Click Insert

Select the magnifying glass next to Part ID>Insert or select the item for Balance forward
Enter the total amount due in Unit Price (Each)
Click OK to save

Select the magnifying glass next to Category>Insert or select BalFwd

Optional: Insert a date in the Revised Inv Date field to enter the original invoice date>Update the due date as well
Optional: Add verbiage for the period owed in the Description On Statement i.e., Prior Balance For dd/mm/yy - dd/mm/yy

    • Related Articles

    • Print Statement of Balance Due

      From customer account>Click Invoice History>Click Print Options>Click Open Balance Statement>Select appropriate filters>Click Run

    • Create an Invoice for a Past Cycle

      Assuming the recurring charges have been created>From customer account>Click Invoice History>Click Insert>Click Recurring Automatic>Click OK

    • Create Autopay

      From the customer account>Click Recurring Charges>Highlight and double click or select the charge>Click the dropdown on Billing method>Select appropriate option>Insert information>Click OK to save. Note: For PCI compliance, autopay with a credit card ...

    • Create New Recurring Charge

      If you have admin permissions: Click File>Setup Wizard>Recurring Charges>Setup Recurring Charge Table>Click Insert>Enter Code & description>Select magnifying glass for GL Code>Select or Insert proper GL>Enter applicable defaults>Enter TAX yes or ...

    • Create a Product Invoice

      Product invoices can be generated separate from recurring charges or appointments/proposals/tickets. For example, if you need to invoice your customer for time or equipment/materials, you can generate a single 1x P invoice from their account. ...