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Having the Trust Section at the bottom confuses a lot of our clients, especially when it ends with the word "Balance" same as the Open Invoices Section. If I could move the Trust section to the top of the page, if I could re-label the "Balance" to "Trust Account Balance" and the balance of Open Invoices to "Balance Due" that would be helpful.
The "Applied" column or lines (depending on the table) is pointless. Our clients assume if we receive a payment we apply it to their invoice(s). If we could turn that off, it would save me editing time on the invoice.
How often would you use this request?
Every Invoice |