Outstanding Balances

If your customer has outstanding balances, but their invoices are showing it is $0.00 it could be because their invoices have not been sent or at least marked sent or because there is a box checked preventing invoices from showing an outstanding balance.

 

To check the sent status of the invoices you will click the “Finance Tab” and click “Invoices

 

 

Search for the invoices by customer or invoice number

You can check the sent status here:

 

 

If the status is “Not Sent” and you want to send you will select the box beside the invoice you’re wanting to mark sent and click “mark as” and select how it was sent.

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The outstanding balance should automatically update with any totals not paid from the sent invoices.

(Unless the box to “hide outstanding balances” is selected in your settings)

 

 

To check the settings, click the gear icon on the top right of the page and then the “Invoices, Estimates, and Receipts” Tab and scroll down. You will see these settings:

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Updated on February 20, 2022

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