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Invoice template - Ability to add Invoice Balance Forward

When printing an invoice I would like to go to the customer's account and bring forward the balance that is on their account.
And have this balance on a line above the net amount for this invoice, which would then add the gross amount to the brought forward value and have aline below the gross amount of the invoice, showing the total amount that they owe to date including this invoice.

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William Pearce shared this idea  ·   ·  Report…  ·  Admin →
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  • Soloman Lumb commented  ·   ·  Report

    I have been trying to add in a custom template however it is hard work and time consuming and this shoulf be a standard requirement to be able to see how much debtors owe you on a custom template

  • john hammer commented  ·   ·  Report

    As with most companies, they are more responsive to customer input when they are young. It seems xero has outgrown this stage.

  • Kevin Adams commented  ·   ·  Report

    Years go by and this standard invoice feature is not added

  • Michele Scott commented  ·   ·  Report

    I agree with this suggestion, customer balances should be automatic not something that is done once the invoice has been created. This would also include credits.

  • john hammer commented  ·   ·  Report

    Including overdue balance on invoices is such a common line itme. What is the problem with implementation? Why can xero not do something to add this very basic feature?

  • john hammer commented  ·   ·  Report

    Implementing this feature should be child's play for any competent programmer.

  • Michele Scott commented  ·   ·  Report

    Is there any update that customer's balances can be pulled forward to current/new invoices?

  • Kevin Adams commented  ·   ·  Report

    Nearly everyone who sends me an invoice has balance brought forward. Not sure what systems they use. I also put this forward couple of years ago but it seems to get ignored

  • Luke Armstrong commented  ·   ·  Report

    Yes, trying to add [Balance With Symbol] placeholder to an email INVOICE, but apparently you can only add it to an email STATEMENT. Would be good to be able show the customers current account balance on their most recent email invoice.

  • john hammer commented  ·   ·  Report

    There is an easier way to put balance forward/past due amounts on an invoice. One just adds additional lines and amounts for each late invoice. After printing and emailing, one just edits the invoice and sets all the past due/balance forward amounts to zero. This is much easier than editing PDFs.

  • john hammer commented  ·   ·  Report

    We started requesting this feature several years ago with various customer support agents. To created past due invoices with additional charges, we must resort to editing the PDF after download. Not only that but we must email the invoice manually, not through xero. Seems to me, the need for this feature is self evident as every company that sends invoices has late paying customers.