View Invoice Totals Instantly on the Unpaid Invoice(s) Tab

Modified on Thu, 26 Jun at 9:01 PM

What’s New?

You can now view:

  • Total of all unpaid invoice(s) for a customer

  • Total of selected invoices (real-time calculation)

These totals are shown directly on the Unpaid Invoice(s) screen — no need to go to the Make Payment page to see totals anymore.


Navigation

Dashboard → Customers → Select a Customer → Unpaid Invoice(s) Tab


How It Works

  1. Go to a customer’s Unpaid Invoice(s) tab.

  2. You’ll now see two summary lines at the bottom of the table:

    • Account Balance: Total of all unpaid invoices.

    • Selected Invoice Total: Total of only the invoices you select.

  3. Totals update dynamically in real-time:

    • Select or unselect invoices using checkboxes.

    • The Selected Invoice Total changes immediately.

  4. If no invoices are selected, the Selected Invoice Total line is hidden.




Why It Helps

  • Quick Overview – See total dues without opening each invoice.
  • Real-Time Totals – Instantly know how much selected invoices add up to.
  • Faster Checkout – No need to click "Make Payment" to verify totals.
  • Better Customer Service – Quickly respond to “I want to pay for these 3” scenarios.
  • Reduces Errors – Less back-and-forth between screens.


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