How do I show a client's previous balance on an invoice?

You can show the client's previous balance on the standard invoice templates with a few simple steps.

  1. Select the slips you would like to invoice
  2. Click on Send Invoice
  3. In the Invoice creation window, navigate to the Preview Tab.
  4. Click on Options within the preview tab
  5. Click the checkbox to show Previous Balance.

Your template will now display the previous balance the client owes.

For a visual aid, please see the invoice gallery and options tutorial video linked to this article.

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