A/R Balances Summary for Invoices

Written by Bill4Time Staff in Accounting, Blog, Small Business, What's New
June 19, 2014:

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

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

Located at the bottom in the Invoice Add-Ons group, select Attach A/R Balances Summary:

Checkbox & Save

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.

Written by Bill4Time Staff

3 responses to “A/R Balances Summary for Invoices”

  1. Nicole says:

    Is there a way to customize the message on this A/R report? The feature is great, but would like to use a gentler message than please remit payment immediately.

    • Kristin O'Neill says:

      Hello Nicole, at this time, there is not a way to customize the message but we can certainly pass that suggestion over to our developers.

  2. J.Ed Christiansen says:

    Some of my contracts with clients require them to replenish their retainer each billing period. In other words if they gave me a $2500 retainer and I worked 8 hours at $250 an hour, I will bill them $2000 in order to keep their retainer balance at $2500. Do you have an invoice template for replenishing retainers?

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