Carry Forward Balance for any unpaid fees on previous month invoice

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• 30 Jan, '25
  Chris France Merged

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  Past Due Balances do not show on invoices. This causes dual work for our accounting staff. There shoudl be a way to carry balance forward when invoices are created.

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• 19 Mar, '24
  Mike Merged

  Can we add an option for customers to select whether autopay applies to their current statement or the entire balance. We have many customers seeing their autopay go through while still having a remaining balance from previous months. A lot of customers don't even realize they aren't paying that overdue balance.
  
  If auto-pay cant be applied to the balance can you add a "pay total balance" option within their portal so they can pay off multiple overdue months in one instance rather than having to open each unpaid invoice and process separate payments for each one.

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• 26 Apr, '24
  Eric Schmidt

  Hey Jeff,
  
  Thank you for the request! Right now we don't have a way to apply payments to multiple invoices, but definitely something we will plan to evaluate further as a future capability.

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• 26 Apr, '24
  Eric Schmidt Merged

  Hi Mike,
  
  Thanks for the request! This is a great idea, but we currently don't have a way to support a payment being applied to multiple invoices. We do want to implement this capability, which will then allow for the use case that you've described above with autopay.

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• 30 May, '24
  Joshua J Davidson

  This would be absolutely amazing. We currently manually do this every month on all accounts that have a balance. The process we currently do is apply a credit to existing invoice and created a balance forward line item that we have to add the past due balance to. It would be nice if it just automatically moved over.

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• 03 Feb, '25
  Eric Schmidt Admin Merged

  Hi Chris,
  
  Thank you for the feedback. The scope of this goes beyond displaying the balance on the invoice. Today, payments must be made for a single invoice only as there isn't a way to make a payment across multiple invoices. Paying multiple invoices is something we are considering as a future enhancement.
  
  As for accounting, we recently made the Account Balance Report downloadable - I am hopeful this may help with the work your accounting team has to do.

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• 03 Feb, '25
  Eric Schmidt System

  "Balance forward on invoices" (suggested by <Hidden> on 2025-01-30), including upvotes (1) and comments (1), was merged into this suggestion.

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• 03 Feb, '25
  Eric Schmidt System

  "Auto Pay applied to Total Balance" (suggested by <Hidden> on 2024-03-19), including upvotes (1) and comments (1), was merged into this suggestion.

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• 03 Feb, '25
  Eric Schmidt Admin

  Merged the same requests into an existing one to preserve the amount of votes.

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• 18 Feb
  Brian McQueary

  Seems like this was looked at a while ago, but not recently. Not having a previous balance line on the invoices is a big problem. We are (maybe were, now) trying to move our customers from our current billing platform to Viibe, but this along with the lack of multi location billing, is having us rethink our decission. This will cause extra time and resources in sending out reminder notices and calls into customers A/R. If this would be seriously considered I would recommend a line also showing any payments recived during the last billing period as well.

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