Current invoice includes and displays previous client payment history
Updated
Issues or Symptoms
Occurs when printing an invoice for a client or emailing an invoice to a client.
The current invoice will display a section showing previous client invoice payments beyond what were made on the current invoice.
Known Cause
By default, invoice receipts made against invoices with previous balances display prior payment history. This is intended to display an overall view of a given client balance.
The setting is configurable under the practice setting "Hide previous history when printing invoice with carried over balance."
Resolution
A business manager or business owner can change the setting for the practice.
Go to Menu > Settings > Practice Setup > General > Payment History/Invoice/Estimate Settings > Hide previous history when printing invoice with carried over balance? *.
