Scott Scholl (Customer) asked a question.
+When I print the invoice, it will create a second invoice for the interest on the past due balances (but no indication what that past balance was). Needless to say that is confusing.
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We have to run invoices in several batches. It's the only way I found it was possible.
As far as making sure the total balance is on the invoice, you may need help from your LEAP customer support contact about how to add customized fields into the invoices.
Here's how we run Standard Invoices (invoices with ongoing charges with or without trust balances)
They are out of order, so you have to go bottom to top.
Here is how we run
- These are the invoices that go out to people with ONLY an accounts receivable balance, but no new time/expenses entered.
This is how we send the Trust Statements - These are the invoices that go out to clients with no new time/expenses entered, but they have trust balances.