Method:Classic General Q&A

Re: Adding an unpaid balance to an invoice

ahagerman — Fri, 22 Aug 2014 20:03:21 GMT

That totally worked!!! Thank you so much! That's exactly what I needed.

Re: Adding an unpaid balance to an invoice

Method_Greg — Thu, 21 Aug 2014 21:38:54 GMT

Hello ahagerman,

I checked and realized the report designer gives you the fields for Customer but it is not linked to the actual Invoice. I thought you could click, in the Field List and find it under the Invoice branch, but you can't. I'm not sure why it is like that in the Report Designer. What you can do is try adding the Balance field as a linked field in the Invoice table. (Customize -> Tables / Fields -> Invoice). It should now appear in the Invoice branch in the Field List.

Take a look at this screen shot. Here I am just about to add the Balance field from the Customer table to the Invoice table. I would recommend another name other than Balance. It's a very generic name.

Greg

Re: Adding an unpaid balance to an invoice

ahagerman — Thu, 21 Aug 2014 19:56:42 GMT

I see balance remaining and balance remaining in home currency but nothing that just gives me the balance total. I see where you see the balance within the customer transactions tab. However, I don't see the option for a balance in the field list of report designer. :( Any ideas.

Re: Adding an unpaid balance to an invoice

Method_Greg — Thu, 21 Aug 2014 13:50:17 GMT

Hello ahagerman,

The closest field I could find is the Balance field on the Customer table. This field has the outstanding balance for the account. You can see the value of the field at bottom of the Edit Customer screen on the Transaction tab under the Balance column. Invoices are connected to Customers which should make it available for you in the Field List in the report designer. To get more specific data, you would have to create functions to find the data and place it in a custom field. If you need just lasts months total, you would need a custom field whose value is calculated on a transaction save. It would be fairly complicated.

I hope this helps,

Greg

Adding an unpaid balance to an invoice

ahagerman — Wed, 20 Aug 2014 20:31:07 GMT

I invoice monthly for regular clients. When a regular client has not paid their invoice from the previous month, the balance they still owe does not show on the new invoice I create. Is there a field we can add to the invoice in the report designer that will show the previous balance due or amount that is still due? I would also like to show the total amount due as in total of what was previously owed and what is invoiced for this month. Is this possible? Can anyone tell me what these fields would be called?

Thanks!!!