Account Balance on Invoices
The invoice layout gives your customers a quick and easy-to-follow explanation of their current account balance and transaction information.
Example Scenario
If you have a customer that was invoiced but didn't pay until the next time they placed an order, the upper right-hand corner will always reflect their current account balance, even if you print/preview it in the future unless you have specifically chosen not to display account balance information.
The lower portion of the invoice displays the Invoice Total, then Previous Balance, and payment method (if any have been applied). The last line displays the current Account Balance (also displayed in the upper right-hand corner of the invoice).
Hide/Display Account Balance Information
- From the sidebar navigation, click
Settings, then Preferences.
- Under the Invoices tab, click
.
- Select the Options tab, then under Display on Invoice, to not display, uncheck Account Balance (or alternatively, select to display the current balance).
- Click
SAVE to save and close the form, then
to save and close Preferences.