Balance Forwarding
Balance Forwarding allows you to carry an unpaid balance from a previous invoice onto a new invoice as a lump sum.
While this feature is available upon admin request, it is disabled by default due to its impact on financial reporting.
Why Balance Forwarding is Not Recommended
Using Balance Forwarding can lead to inaccuracies in key financial reports, including:
User-based reports (e.g., Fee Allocation) may not reflect forwarded balances
Aging invoice reports may show incorrect overdue amounts since balances adopt the new invoice date
Case Revenue reports may display duplicate totals (original + forwarded amounts)
Because of these limitations, our Support team has limited ability to troubleshoot reporting discrepancies caused by this feature.
Recommended Alternatives
Instead of forwarding balances, we recommend using:
Multi-Invoice Payments - Clients can view and pay multiple invoices at once
Outstanding Balance Summary - Automatically include a client’s outstanding balances on new invoices, even across cases.
Account Statements - Share a clear summary of all outstanding balances in one document
These tools provide a cleaner experience without impacting your financial reporting.
Can I Still Enable Balance Forwarding?
Yes- but only upon admin request.
To proceed:
You must be an account admin.
You must confirm in writing (via emailing [email protected] or chat with support) that you understand the reporting risks and wish to proceed.
Our team may also ask about your use case to ensure there isn’t a better solution available.
After Enabling
Once enabled, Balance Forwarding will remain active unless your admin requests it to be turned off.
The Education Team is available to you for training/demos on the alternative features to help you manage outstanding balances more effectively.