Author name: Susan Houck

I’m looking for a way to print the total customer account balance on a custom invoice. When sending customer reoccurring invoices, it would save time to show the customer if they have an existing balance without having to print a separate statement. Thanks!

We do reoccurring billing every month and quarter. We are getting more customers that opt for emailing their invoices vs mailing. It would be time saving to have the ability to somehow batch email everyone at once when the invoices are generated. Any tips on saving time for this are also appreciated! Thank you.