Effortlessly Balance Invoice for Management with airSlate SignNow

Balance invoice for Management

hello and welcome to management balance du invoicing report this section will explain how to send a batch invoice to all your clients to print them out to begin with I'm going to end I'm going into a client file Tommy Sager here just to show that they have a balance due you see here we have three line transactions a fee of 125 a payment of 125 and then another fee of 65 with outstanding balance of $65 as you notice here the done box these two transactions are checked done meaning that this transaction has been paid the outstanding balance of $65 is amendment it's not checked done so when we do invoicing we're strictly focusing on the transaction that is not done so if you run this report and you don't nothing displays that means your transactions are all selected as done so let's go into to also you want to focus in on the transaction date in this example is 7:22 2014 so now we'll go to our reports scroll down here to management balance do invoice and if you look up here filtered by transaction date and existing client balance so if recall the transaction date was 722 2014 to be safe I'm just going to go ahead and select 71 2014 to the current date I select the business type tax preparation and I hit go here we have Tommy Sager I'm only showing one transaction fee for the amendment of $65 this is an aging invoice see it's over1 120 days $65 now if I have several clients I can print this off as a batch and mail them out and as you see you have it set up for the Windows 9 envelopes so you can just stuff it in an envelope and your your uh company return address would display here and the compy or the client's name would display right here with the mailing address now when you when the client does pay so they don't display on this report anymore what you want to do is obviously log the payment in so I'm going to go ahead and Tommy's file here and it's actually a return your 2012 is where he has the balance I'm going to go into his 2012 file and what you're going to want to do here is check the box a quick way is check the box hit the done button over here it's automatically going to include a check box you don't have to hit edit you could hit the edit pencil but this is a quicker way of doing it and then of course then you're going to select the method of payment save there paying by credit card and then you save it and now the balance do is zero and they'll no longer show up on that invoice anymore so this is a way of have sending a batch invoice to all your clients um without having to do them one at a time and also it's just going to focus in on the outstanding transaction that's all I have thank you