How to Display Party Balance on Invoices

Overview

Displaying the party balance on invoices helps businesses provide clear information to customers about their outstanding dues directly on the invoice. This feature ensures transparency and eliminates confusion for both the business and its customers.

Business Benefits

• Clear communication of dues on invoices enhances customer trust.

• Reduces the need for manual follow-ups regarding outstanding amounts.

• Improves payment tracking and reconciliation for businesses.

The Party Balance feature is particularly useful for small businesses aiming to improve transparency and customer relations with minimal effort.

How to Enable Party Balance Display on Invoices

• Step 1: Navigate to the Invoice Creation Screen:

  • Open the myBillBook application and proceed to the invoice creation screen.

  Step 2: Access Invoice Settings:

  • Locate the Invoice Settings option at the top-right corner of the screen and click on it.

  Step 3: Go to Additional Settings:

  • Inside the Invoice Settings menu, scroll down to find the Additional Settings section.

Step 4: Enable the Party Balance Toggle:

• Look for the Show Party Balance option.

• Toggle it ON to enable the party balance display on invoices.

  Step 5 : Save the Settings:

  • After enabling the feature, save the changes to ensure the setting is applied.

Watch How to Show Party Balance on an Invoice

FAQs on Displaying Party Balance on an Invoice