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Adding unpaid balance to the next invoice
Hello,
I am new to harvest (it is very helpful, thanks!) and I have some clients that I bill monthly. Sometimes I have not recieved the previous months payment and would like to easily add that unpaid balance to the new month’s invoice. It would be great if Harvest could deal with this without me having to manually enter it and then go back and write-off the previous invoice. So far I have found no other way to do it. Any advice? Or can I request this as a feature?!
Thanks.
Yes please, I would like to be able to include a rolling balance for clients – more like a statement. I have more than a few clients who pay in payments and it starts to get confusing when I mix in new work that I do for them. When I send them a new invoice, they forget there was a previous balance sometimes.
Currently in Harvest, we do not have a way to create a rolling balance for invoices.
I should also mention that a rolling balance would be unusual from a bookkeeping standpoint and may lead to double-paid invoices and confusion on the part of your clients and bookkeeper.
You can always add an additional line item to new invoices to cover previous invoices, but I would check with your bookkeeper first to see what their recommendations are. I hope that helps!