Ways to use Intervals

How to carry over balances and credits on invoices

1. • CommentAuthormhiggins
   • CommentTimeMay 31st 2010

    
   How do I get outstanding balances or credits/retainers to carry over to the next invoice?
   Thanks, Mary
2. •  
     CommentAuthorMichael
   • CommentTimeJun 3rd 2010

    
   One option is to add a project credit (or debit) directly to the payments section within a project. We do this sometimes if a project has a slight credit or debit and then we start a new project with the same client. We issue a project credit for one project and debit the other. This handles it on the project level as opposed to the invoice level but it might be worth a look.
3. • CommentAuthormhiggins
   • CommentTimeJun 9th 2010

    
   Thanks. That is what I ended up doing. Just wondering if the system had an automatic carry over of balances unpaid (I bill monthly for maintenance clients.)