Feature Requests

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Show running balance of Transactions

Currently no running balance is shown on the Transactions section - only the amount of each individual invoice and payment are shown with a total balance at the end of the section. I'd like to make it easier for the clients to see how their balance due was calculated by showing a running balance column next to the amount column.

  • Heather Thorne
  • Oct 14 2020
How often would you use this request?

With every client.

  • Attach files
  • Anu Lundberg commented
    May 10, 2021 21:04

    Thank you for suggesting this feature. We have clients with numerous open invoices and there is no where it shows the total balance due. This is very important as I have to use a calculator if a client makes a payment and I need to confirm whether they paid part or all of the outstanding balance.