Is it possible to set up the invoices so they actually show details regarding an existing balance on an account?
For example, if a client has a session on 1/1 for $100, a session on 1/8 for $80, a session on 1/15 for $80, and a session on 1/22 for $80 ... If you just give a client for an invoice at the end of the month, it simply shows an existing balance of $260 + the new $80, with a total amount of $340.
Could it be set up that an invoice actually shows the previous session dates so as to give the client an idea of WHY they have an exisiting balance of $260?
Krista.maness.lcpc
Is it possible to set up the invoices so they actually show details regarding an existing balance on an account?
For example, if a client has a session on 1/1 for $100, a session on 1/8 for $80, a session on 1/15 for $80, and a session on 1/22 for $80 ... If you just give a client for an invoice at the end of the month, it simply shows an existing balance of $260 + the new $80, with a total amount of $340.
Could it be set up that an invoice actually shows the previous session dates so as to give the client an idea of WHY they have an exisiting balance of $260?