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Is there a way to show outstanding invoices on a new invoice?

Is there a way to show outstanding invoices on a new invoice?

I often send invoices to clients before they've paid their previous invoices. Is there a way to include their outstanding balance/invoices on new invoices?

1 Verified Answer
Tom
Verified Answer

Re: Is there a way to show outstanding invoices on a new invoice?

Hi @CleoRaven, welcome to the seller community and thanks for bringing this up!

 

We don't have a built-in way of embedding outstanding invoices as you're creating a new one, but I can see how this would streamline the experience for both you and your clients.

 

As a workaround, from your Invoices tab, you can leave a friendly reminder in the "Message" section where you can direct your client to follow up on the previous invoice as well. 

 

Example:

 

In addition, I'll be flagging this with our Invoices Team, who tracks requests and makes improvements based on seller feedback. Keep in touch!

2 Replies
Admin

Hi @CleoRaven, welcome to the seller community and thanks for bringing this up!

 

We don't have a built-in way of embedding outstanding invoices as you're creating a new one, but I can see how this would streamline the experience for both you and your clients.

 

As a workaround, from your Invoices tab, you can leave a friendly reminder in the "Message" section where you can direct your client to follow up on the previous invoice as well. 

 

Example:

 

In addition, I'll be flagging this with our Invoices Team, who tracks requests and makes improvements based on seller feedback. Keep in touch!

Despite not having the feature I'm hoping for, I really appreciate this prompt, thorough reply! And thank you for passing the message along to your developers!