Overview
With Outstanding Balances Summary enabled, new invoices will automatically include a client’s outstanding balances, even across cases. All unpaid invoices related to the client that have the Sent status are added to the bottom of each new invoice by default.
In addition, when clients go to pay their invoice/s electronically, they will see all outstanding invoices on their payments page and can pay them all at once. Learn more about the client multi-invoice payment experience here.
Please note:
The Outstanding Balance Summary is not included on invoices viewed in the Client Portal at this time. It is included on emailed and exported invoices.
To enable the Outstanding Balance Summary, you must be an Admin User.
Following along in MyCase is recommended as you read the steps:
Enabling Outstanding Balance Summary
Navigate to Settings and choose All Settings
Select Client Billing & Invoicing Settings from the menu on the left
Click Edit Preferences
Check the box next to Include Outstanding Balance Summary on Invoices
Click Save Preferences
FAQs
Which invoices are included in Outstanding Balance Summaries?
Invoices belonging to the selected billing contact with an outstanding balance and in Sent status will be included. Draft and Unsent invoices will not be included.
Do I still need to use Balance Forwarding?
No. The Outstanding Balance Summary now does the work for you! We do not recommend using the Balance Forwarding legacy feature at this time due to the impact it can have on your financial reporting.
Can I manually select which invoices to include in the Outstanding Balance Summary?
No. At this time, all sent and unpaid invoices for this billing contact will be included by default.
Can I remove the Outstanding Balance Summary from an invoice?
Once enabled, it will be included on all new invoices by default. You must disable it from within Settings to exclude it from new invoices.
Can my clients pay all of their invoices at once?
Yes. Clients paying electronically can pay all outstanding invoices with a single payment. Learn more here.
Please note, the outstanding balances summary feature has replaced the forwarded balances feature. This new functionality enhances our ability to track and manage outstanding balances more effectively. Thank you for your understanding.