A/R Balances Summary for Invoices
06/19/2014 By Bill4Time Staff
Does your client need an aging report?
The new A/R Balances Summary reports the status of un-paid balances directly on your client’s invoice. To get started with this new add-on, log into your account and below the welcome message, select settings.
Within your Firm Settings, navigate to:
Invoice Setup |
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| This add-on can be applied to one or all new and existing templates.If you need an A/R Balances Summary for some and not all clients, create a separate template and apply at the client level. |  |
Once a template has been chosen to adjust, click:
Edit Settings Icon |
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Located at the bottom in the Invoice Add-Ons group, select Attach A/R Balances Summary:
Checkbox & Save |
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| Your Invoice Template will now show balances that are current and 30/60/90 days past due. |  |
This add-on is a product of our Ideas & Feature Requests page. Do you need a feature or have an idea for Bill4Time? Submit a request here.
