Include Total Outstanding Balance

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When you add a Payment Allocation section to your billing statement, this setting allows you to include the total outstanding balance across all prior statements.

This setting displays the sum of all the prior outstanding balances you uploaded across all previous statements. If there is no outstanding balance, a zero dollar amount is shown.

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 total outstanding balance on total bill summary check box will display the sum of the two prior outstanding balances, a total of $200.

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.