Invoice Aging Table Loop

Purpose:

• Include past due amounts on invoices to display a historical record of outstanding past due amounts on invoices.

• When the invoicing job runs and there are no payments to invoice for the client, and the client has a past due balance, generate an invoice which will display the past due balance details.

Prerequisites

1. Creating Invoice Templates*

   1. Go to Clients-Invoice-Profiles

   2. Download Invoice Template

   3. Save Template with New Name

2. Locate: Aging Client Loop information:

   1. Go to Help–Layout-Letter Data Source and download the file.

   2. Locate the “clientAging” tab to locate the bean

Note

The "clientAging" bean contains data related to aging information for clients, such as past due balances, payment history, or other relevant details.

Table Options

Two new table options are available for client invoicing so customers may include aging data in their invoices.

Automatic

1. Create a table and use the table property named client_aging_loop

2. Include a row below the header, but do not choose fields for the row below the header. Leave them empty and they will be auto-filled.

3. It’s important that you add the column header names in the same order when using this table loop and leave an empty row below the column headers. This is different than other table loops used for our invoice and letter templates where you can rearrange the order.

Manual

1. Create a table manually and populate any values you want from new clientAging beans

2. Be sure to download a fresh copy of the Letter Data Source to get the new beans

The images below are representative of how these two tables may appear in your invoice template if they are set up to represent the same data.