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Current invoice includes and displays previous client payment history
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.
- 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."
- 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? *.