Invoice Total and Outstanding Balance

Firm360 provides clear labeling on invoices to help clients understand their current charges and any outstanding balances.

Descriptions

• Outstanding Balance
  Displays any previously invoiced amount that remains unpaid, regardless of the original due date.
• This Invoice
  Displays the total amount for the current invoice being issued.

These fields are designed to help distinguish between prior unpaid balances and the current invoice amount, making it easier for clients to understand their total amount due.

How to Enable Outstanding Balance

1. Navigate to Settings and scroll to Billing and Invoicing
2. Enable Show Outstanding Balance
3. Set Invoice Past Due Message that will appear at the bottom of the invoice total
4. Click Save

Additional Notes

• The Outstanding Balance includes all unpaid invoices, not only those that are past due
• Past due messaging can be customized within Settings
• Enabling this option provides better visibility into a client’s total balance