User wants to show the clients how much they paid (partially) and how much they owe (outstanding) on the invoices. How to do that in BillQuick?
BillQuick follows the GAAP accounting rules and hence keeps the original invoice intact. The partial payments are reflected on the next invoice if you enable Account Summary feature and use one of the following invoice templates:
- Fixed Invoices\Fixed Invoice (Accountants) Custom Billing Period.rpc
- Fixed Invoices\Fixed Invoice (Accountants).rpc
- Hourly Invoices\Hourly Balance Forward Invoice.rpc
- Hourly Invoices\Hourly With Billing History.rpc
Also, the best and easiest way to show the amount currently owed on an invoice is to click (select) the invoice in Invoice Review and then select Tools > Print Statements. You can send this statement to the client. To see how to do that, watch this video: Invoice Review-Print Statements.