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Can I bring previous invoice balances forward onto a new invoice?
Can I bring previous invoice balances forward onto a new invoice?

Yes! When creating a new invoice for a case, you can include balances from any previously unpaid invoices related to the case.

Ben Q avatar
Written by Ben Q
Updated over a week ago

Yes! When creating a new invoice for a case, you can include balances from any previously unpaid invoices related to the case.

When creating an invoice, you will see a section on the Invoice Editor called Unpaid Invoice Balance Forward (pictured below). It will display every invoice for the case that hasn't been paid in full (meaning the invoices still have a balance due). You will have the option to forward those balances onto the new invoice. That way, your client will see all charges for the new invoice, as well as their unpaid balances from previous invoices. This is also helpful if your firm needs to create a new bill for a client that has no new time or expenses on their case.

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To forward a balance onto the new invoice, simply click the Yes/No slider to Yes. This will add the Balance Due column to the Line Total column, indicating that the balance has been applied to the new invoice.

The invoice that you have forwarded will be marked with the status Forwarded. You will not be able to receive payment or make any edits to the invoice that was forwarded.

Forwarded Balances on an Invoice

Forwarded balances appear in their own section on an invoice. Let's take a closer look...

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There will be a block called Unpaid Invoice Balance Forward. It will display each invoice that has been forwarded onto this invoice. The client can see the total of each invoice, how much they'd previously paid towards it, and the balance forward that they still owe on the invoice.

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The invoice totals section will display a line called Balance Forward. This will total all off the balance from invoices that were forwarded onto this invoice.

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When an old invoice balance is forwarded onto a new invoice, the old invoice cannot be edited! If you need to edit an invoice that has been forwarded, you will have to un-forward the invoice before you can make any changes.

Also, you will not be able to receive payments on the old invoice that was forwarded.
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You can also forward unpaid balances when creating a Batch Billing. Learn more about Batch Billing here!

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