Good News! The feature presented within this article is available on all of our paid subscriptions. To find out more, simply click here.
You can carry over a balance from a previous invoice to a new invoice, by enabling the option when you're editing and or generating the invoice (at the bottom of the screen).
Just switch "Add all unpaid balances to this invoice" to "Yes".
What happens now?
The previous balance(s) will reflect on your new invoice, and the total outstanding amount will be the sum of all your previously owed balance(s), plus the total on your new invoice.
To find out how to write off an invoice on PracticePanther, please click here!