Create a Past Due Balance

To create a past due or open balance invoice, go to the customer account

1. Navigate to Invoice History > Click Insert > Select P (for product invoice) Click Insert
2. Select the magnifying glass next to Part ID > Insert or select the item for Balance forward Enter the total amount due in Unit Price (Each) Click OK to save
3. Select the magnifying glass next to Category > Insert or select BalFwd

Optional: Insert a date in the Revised Inv Date field to enter the original invoice date > Update the due date as well Optional: Add verbiage for the period owed in the Description On Statement i.e., Prior Balance For dd/mm/yy - dd/mm/yy