Feature requested
Show invoice total, amount paid and outstanding balance on Outstanding Invoices list
Typical use case
When reviewing outstanding invoices, I need to quickly see not just the original invoice value, but also how much the customer has already paid and how much remains outstanding. This is particularly useful when invoices have been partially paid, as the current list only shows the total invoice amount.
How I would expect it to work
The Outstanding Invoices list should show three separate columns:
Invoice Total – the original total value of the invoice
Paid – the total amount paid against the invoice
Outstanding – the remaining balance due
For example, a £1,000 invoice with a £600 payment would show:
Invoice Total | Paid | Outstanding
£1,000 | £600 | £400
This would make it much easier to see the actual outstanding amounts at a glance without opening each invoice individually.
Hi @stogra
Not sure if you’ve discovered this, but you can click on “More Options” and select “Show all partial balances”, which will update the balances for you.
This doesn’t quite do exactly as you’ve asked, but this could help.
I have, thanks. That’s very rudimentary and cumbersome, though. Even the column heading still says ‘Total’.
I too have a problem with part paid invoices and see the “show all partial balance”. If I do that and then select a group of invoices it still shows the total amount as opposed to the amount due for the selection. It would be good to know what was actually outstanding instead of the original invoiced amount in this list.
Hello @Autosales
When you select “show all partial balances” the total column will show the outstanding total for the partially paid invoices.
Yes but if you try to find out how much is still due over several invoices the total ticked (selected) still shows the full amount.
Hello @Autosales
I can see you are referring to the selection option totalling on the left.
I will feed this back to the development team as it would make sense to only total the shown value
e.g. if “show all partial balances” is selected and you search by part paid invoices the total should only total the outstanding amount.
