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:|
|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.|