Setting a client's due balance to only include invoice-related balances

  • Updated

In this article, you will learn how to have a client’s due balance be accumulated by the balances owed from invoices.

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In Workiz, a client’s due balance can be accumulated in one of two ways:

Toggle setting Description
Yes By the balance associated with invoices (with or without jobs)
No By the balance associated with jobs with items (with or without invoices) AND standalone invoices

How you choose to define a client’s due balance in Workiz will depend largely on how your company does business.

That said, setting a client’s due balance to be based on invoices is a great option for businesses that prefer to create jobs ahead of time. If set up accordingly, future jobs (assuming they do not have an invoice associated with them) will no longer impact a client’s due balance and provide you with a more accurate calculation of what is truly due or past due.

What you’ll see when a client’s due balance is set by jobs with items and standalone invoices

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If the toggle switch is set to NO (off), a client’s due balance will be calculated by the balances associated with jobs with items AND standalone invoices.

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The balance widgets on a client’s profile page will read Due (jobs & invoices).

Selecting one of these widgets will open the Jobs tab on the client profile page. The jobs will be sorted in descending order based on the widget you select (due vs. past due).

What you’ll see when a client’s due balance is set by invoices only

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If the toggle switch is set to YES (on), a client's due balance will be calculated by the balances associated with invoices (with or without jobs).

The balance widgets on a client’s profile page will change from Due (jobs & invoices) to Due.

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Because all due and past due balances are now linked directly to balances from invoices, selecting one of these widgets will now open the Invoices tab on the client profile page.

The invoices will be sorted in descending order based on the widget you select (due vs. past due).

How to set a client’s due balance by invoice-related balances

  1. From the navigation bar, select the gear icon ( ) > Account

  2. Under Account preferences, turn the toggle switch for Accumulate due balance from invoices only to YES

Now, a client’s due balance will only be calculated based on the balances owed from invoices. This includes standalone invoices as well as invoices created from jobs. If enabled, balances tied directly to jobs without invoices will not count toward a client’s due balance.

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