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?
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Posted 10-22-2016
Re: Is there a way to show outstanding invoices on a new invoice?
Posted 10-22-2016
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!