Create a Past Due Balance

Modified on Wed, 29 Apr at 7:18 PM

Overview

This article explains how to create a past due or open balance invoice for a customer account. You will learn how to add a balance forward product invoice, assign the correct category, set the invoice date, and add an optional description for the period owed.

Steps to Create a Past Due or Open Balance Invoice

Navigate to the customer account. Open the relevant customer record to begin.
Go to Invoice History. Locate and click on the Invoice History section within the account.
Click Insert. Initiate the creation of a new invoice record.
Select P (for product invoice). Choose the product invoice type from the available options.
Click Insert again to confirm the invoice type selection.
Select the magnifying glass next to Part ID. Use the lookup to insert or select the item for Balance Forward.
Enter the total amount due in the Unit Price (Each) field.
Click OK to save the entry.
Select the magnifying glass next to Category. Insert or select BalFwd as the category.

Optional Fields

The following fields are optional but recommended to provide additional context on the invoice.

Field	Description
Revised Inv Date	Insert the original invoice date here. Also update the due date accordingly.
Description On Statement	Add verbiage for the period owed, for example: Prior Balance For dd/mm/yy – dd/mm/yy

⚠️ IMPORTANT

If you enter a date in the Revised Inv Date field, be sure to also update the due date to reflect the correct payment terms for that original invoice date.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com