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We have had several clients who were confused by the entry on the invoices and remittance pages for "Previous Balance." If the client has paid current, but has two matters that are billed at the same time, the other matter shows up as "Previous Balance" even though it is concurrent and not past due. The clients are a little offended that it appears they have a past due balance when they pay current. It would be better to have two separate entries, one for past due balances and another for current invoices rather than lumping them together, or maybe an option to be able to change the name of the entry.
Thanks for your great work - Sara Lima
How often would you use this request?
We have clients with multiple matters that we bill on a monthly basis.