templates

How can I include my customer’s balance on the invoice?

You can include your customer’s balance on the invoice by adding the placeholder %CustomerBalance% in the footer of your invoice template. Here’s how you can do it:

Go to Settings and choose Customization.
Select PDF Templates.
Under the Invoices section, click the Edit icon on the default template by hovering over it.
On the right sidebar, select Header & Footer.
Go to the Footer section and click on Customize your Footer Content.
On the Customize Your Footer Content page, add the placeholder %CustomerBalance%.
Click Preview to review the changes, and then click Save to update the template.

Pro Tip: If you want to add the outstanding balance, you can use the %OutstandingBalance% placeholder.

Insight: The Outstanding Balance shows the total amount that has yet to be received for invoices. The Customer Balance reflects the total balance based on both the invoices and any credits recorded for the customer.

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