Should we be able to see the "running" balance that a project has due in the project area? I currently have several projects set up in Billings, all with linked Slips, but all the balances are reading $0.00. How can I fix this?

Thanks in advance,
Christine

Hi Christine

We don't show the balance until an invoice has been sent: This is to ensure that you can see how much is owed. Projects can't have balances until a bill has been given to the client, basically...

We're thinking about how to provide more "running totals" for you.

Thanks, HTH,

Thanks Adam!
At least it's not an error on my part. That makes sense now that I think about it. I guess for now I'll continue using the calculator to determine running totals!

If you select a bunch of slips in the Working Slips tab, you can see the total of those slips in the bar underneath the list. Hopefully that will help!

Cheers,

Aaahhh - perfect. Thanks!

Speaking of outstanding balances; if you have already created (and sent) an invoice for the previous month, but have not received a payment on the first invoice, how does the "total" outstanding balance appear on the new invoice? Right now, only the included Slips make up the new invoice balance due, which does not include the outstanding balance.