PREVIOUS BALANCES
Question asked by georgio - July 6, 2017 at 8:11 AM
Answered
Hi
 
How do I add previous balance to an invoice...
e.g. my customers have previous balances I need to input/add previous balance on the invoice and than whatever he purchased today.

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SliQTools Support Replied
Employee Post
Hi
 
When editing an invoice template using SliQ's template editor you can add a CustomerBalance field to your invoices. This field will then show the total amount owed by the customer. However the amount owed will include the current invoice as well as previous unpaid invoices. There is no way currently of showing the previously unpaid amounts only.
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georgio Replied
not really clear what to do...is there a way you can help
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georgio Replied
hi..I have tried and managed somehow..
when you open a new invoice next to "customer" is carriage/delivery -"customer note" etc....
I could add the previous balance at the carriage/delivery window but when it prints its misleading the customer as it comes out like he has been charged for a delivery?..and you can see it on top right it says carriage £...
Is there a way i could add previous balance and also keep the carriage/delivery also..
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SliQTools Support Replied
Employee Post Marked As Answer
Hello. We have help on this page for adding a field to an invoice:
 
 
On that page the example shows how to add a field called CustomerTaxNumber. However, you need to choose CustomerBalance from the dropdown instead.
 
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georgio Replied
THANK YOU FOR YOUR REPLY..I am trying different ways to get around this...what about if i want to add customer with an opening balance ..and what ever he purchases it adds up to a grand total..
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SliQTools Support Replied
Employee Post
If you want an opening balance for a customer, raise an invoice for the amount currently owed, i.e. for the opening balance.

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