Balance Forward
The customer’s account balance is no longer a static field, holding data from the original invoice date. Each time you email or print an invoice, the balance forward will dynamically update with the current account balance.
Payment Reference Field & Payment List Search Updates
- View the reference field in the Sales -> Payments list
- View the reference field in the Customer’s Account -> Payment Tab
- Filter the Payment List by Transaction Number, Customer Name, and Payment Method
Billing Terms Update & Invoice List Search Updates
- View the billing terms for each invoice in the Sales -> Invoice list
- View the billing terms for each invoice in the Customer’s Account -> Payment Tab
- Filter the Invoice List by Customer Name, Billing Term, Invoice Status, and Technician/Route
Watch a video explaining the Invoice List updates:
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