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Include Prior Outstanding Balance on Total Bill Summary

This billing PDF report section setting allows you to show prior outstanding balance on the billing summary.

This value includes only the outstanding balance from the last billing statement, based on the outstanding balance included in your Invoice upload. If there is no outstanding balance, a zero dollar amount is shown.

Note on Calculation

Tamarac Reporting does not roll forward unpaid balances. Prior outstanding balance is based on the outstanding balance you upload for invoices.

Example

Client Carter has a prior outstanding balance of $100 on his bill from 3/31/2017 and another $100 outstanding from his bill on 6/30/2017.

The Include prior outstanding balance on total bill summary check box will display just $100, the most recent prior outstanding balance.

Learn More

For more information on using outstanding balance, see Workflow: Add Prior Outstanding Balance to Billing Statement.

For more information about billing statements, see Billing Statements and Billing Statement Settings.