rbro Posted February 21, 2007 Share Posted February 21, 2007 How/where do I see the total balance due for a client? 0 Quote Link to comment Share on other sites More sharing options...
0 DataHosts Posted February 21, 2007 Share Posted February 21, 2007 You see how much they pay by payment term in Product/Services and view there. How much they owe...should be able to see this within Transactions 0 Quote Link to comment Share on other sites More sharing options...
0 rbro Posted February 21, 2007 Author Share Posted February 21, 2007 You see how much they pay by payment term in Product/Services and view there. How much they owe...should be able to see this within Transactions Not sure this is the answer I'm looking for. Yes, I can see how much they pay for a given package in products/services. Transactions shows me transactions, as opposed to total balance due. I can get close by going to the invoices tab of a client and manually adding up the unpaid invoices, but is there not a place to see the total balance due for a client? 0 Quote Link to comment Share on other sites More sharing options...
0 PPH Posted February 21, 2007 Share Posted February 21, 2007 goto client view for the client and it will be on the 1st page "Summary" top right. 0 Quote Link to comment Share on other sites More sharing options...
0 rbro Posted February 21, 2007 Author Share Posted February 21, 2007 Not seeing it, sorry. Only "Total Profit". Is that what you mean? 0 Quote Link to comment Share on other sites More sharing options...
0 PPH Posted February 21, 2007 Share Posted February 21, 2007 oops, sorry, I see that only shows the count not the amount. 0 Quote Link to comment Share on other sites More sharing options...
0 rbro Posted February 21, 2007 Author Share Posted February 21, 2007 oops, sorry, I see that only shows the count not the amount. No problem. Maybe this should be a feature request? I'd like to see a total balance due right above "Available Credit Balance" on the summary page. 0 Quote Link to comment Share on other sites More sharing options...
0 DataHosts Posted February 21, 2007 Share Posted February 21, 2007 How/where do I see the total balance due for a client? Explain more because the balance due is the monthly amount. Are you referring to partial payments, or what? Your questions is vague and the answers will be the same. 0 Quote Link to comment Share on other sites More sharing options...
0 ozzie Posted February 21, 2007 Share Posted February 21, 2007 How/where do I see the total balance due for a client? Explain more because the balance due is the monthly amount. Are you referring to partial payments, or what? Your questions is vague and the answers will be the same. The balance due is the sum of all unpaid invoices less any credits on an account. In other words the total amount that the client owes you. Ozzie 0 Quote Link to comment Share on other sites More sharing options...
0 DataHosts Posted February 21, 2007 Share Posted February 21, 2007 Yes....I know what the balance due is. My statement was for rbro to explain his question more....where do I see the balance. He has been told, but that is not the answer he is looking for. So, I asked him to give more detail so that he could get the answer he is requesting 0 Quote Link to comment Share on other sites More sharing options...
0 cibertec Posted February 21, 2007 Share Posted February 21, 2007 I understand what rbro is talking about. I do not use WHMCS for hosting as of yet, my primary service is computer repair & networking. I'm just trying to offer different ways for a client to pay. Therefore during the month a client may have 2 or 3 invoices due. rbro is looking for a total balance Due for that client. I would also love to have this as a feature but for now I use Quickbooks online to track my invoices and Balances Due. Hope this helps. Wes 0 Quote Link to comment Share on other sites More sharing options...
0 DataHosts Posted February 21, 2007 Share Posted February 21, 2007 Gottcha.... Closes thing to this is on the Client Summary page --> Invoices Due: $ this shows the entire amount due with invoices, but only after creation. So, to see what a client pays total for a billing period....this could be done with a custom built report. 0 Quote Link to comment Share on other sites More sharing options...
0 cibertec Posted February 21, 2007 Share Posted February 21, 2007 The closest thing I found was to go to Invoices and then add them together then you have "Balance Due" Thats a crazy way of doing it but it works lol Thank god for Quickbooks online! 0 Quote Link to comment Share on other sites More sharing options...
0 rbro Posted February 21, 2007 Author Share Posted February 21, 2007 Yes....I know what the balance due is. My statement was for rbro to explain his question more....where do I see the balance. He has been told, but that is not the answer he is looking for. So, I asked him to give more detail so that he could get the answer he is requesting I can't be any more clear on what TOTAL BALANCE DUE for a client means. It is self explanatory. It is not transactions, it is not credits, it is not the total number of invoices, it is the total amount of money owed by a given client at a given time. 0 Quote Link to comment Share on other sites More sharing options...
0 rbro Posted February 21, 2007 Author Share Posted February 21, 2007 How/where do I see the total balance due for a client? Explain more because the balance due is the monthly amount. Are you referring to partial payments, or what? Your questions is vague and the answers will be the same. I'll try to explain very clearly what total balance due means so it is not vague to you. A balance means an amount of money. If I give you $20 and you give me $10 back, the remaining balance is $10. So total balance due would mean the total amount of money that is due (i.e. "owed") to the host. Here's an example: Let's say Charlie Client signs up for a $10 per month hosting plan. After a few months goes by, he orders another domain name for $15 on the same day his monthly invoice is due. We attempt to bill his credit card and it gets declined. Now Charlie owes our hosting company a TOTAL of $25 ($15 for domain registration plus his monthly invoice of $10) Charlie's TOTAL BALANCE DUE is now $25. I would like to be able to see that amount in the client summary and it doesn't appear this is currently possible. 0 Quote Link to comment Share on other sites More sharing options...
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rbro
How/where do I see the total balance due for a client?
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