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Invoices - hiding the balance forward

How to have invoices show only the amount due for one service

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 2 weeks ago

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

  1. Put a check in the check box [x] Hide balance forward from work orders and invoices by default

  2. Once you've added the check, you will be offered two options.

    1. Only new locations and customers

      1. This setting will on change new customers going forward.

    2. Existing and new locations and customers

      1. This seeting will change all exisisting customer as well as all new customer

  3. 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:

  1. Go to the customer's account

  2. Click View to the right of the location

  3. Click Edit near the top of the page

  4. At the bottom of the page, put a check in the check box [x] Hide balance forward on work orders and invoices

  5. Click Save

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