Summary
Some customers want to see their rolling balance on each invoice. Others want to see only the total for the one specific service. There are two ways to hide a balance: for all customers or for individual customers.
Key Points
Hide balance forward for all your customers
Hide balance forward for individual customers
For all customers
Go to Settings/Customers
Put a check in the check box [x] Hide balance forward from work orders and invoices by default
Once you've added the check, you will be offered two options.
Make the necessary choice and click on the Save button.
For individual customers
This setting updates all existing and future Work Orders and Invoices for this customer.ย
To hide the balance from the invoice:
Go to the customer's account
Click View to the right of the location
Click Edit near the top of the page
At the bottom of the page, put a check in the check box [x] Hide balance forward on work orders and invoices
Click Save