Billing and payments

How to handle a previous outstanding balance

Distinguish today's invoice from an older amount the client still owes and choose what to collect.

Step by step

1
Open the client Billing tab and review the invoices that still have a balance.
2
Confirm today's completed appointments and their new invoice amounts.
3
In Receive payment, select today's eligible invoices and optionally include the older outstanding invoice.
4
Review the payment total before choosing the payment method.

What should happen

The client can pay today's services alone or pay selected older balances at the same time, while every invoice remains separate.