Partially Paid Invoices Does Not Show Balance Due
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David Hall
Invoices that are partially paid should show the balance remaining on the Invoices screen. As well, it does not show the amount remaining from partially paid invoices in the Invoices in Due section. There is no way to know how much total is in A/R. This needs to be corrected ASAP for proper financial reporting!
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K
Keith Besherse
There must be an automated method to collect the balance due.
The invoice that should be automatically created and set to Draft status for a partial payment made through the calendar is not being generated. #6290536
How do the developers expect the business owner to collect the payment that they will record manually?
The previous bicycle version was a step in the right direction. The system created the draft invoice but did not send it. A user needed to push the send button.
(Okay, fine, I understand the concept of the skateboard model. Create a system that works but requires manual intervention then improve.)
The way to add power to that system would be to create a setting where the account admin sets the number of days before or after the event to send the draft invoice (but if that number is already exceeded - wait 24 hours then send) and have the system trigger that workflow automatically. One would want a conditional if/else in the workflow to confirm whether the appointment is not cancelled, still valid.
That adds an engine to the bicycle thus creating a motorcycle! HighLevel already has Event dependent workflow settings; it is simply a matter of utilizing a feature which already exists.
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K
Keith Besherse
According to Support (#6290536):
"...Invoices were previously generated for Calendar bookings. However, we stopped creating invoices in December 2025 as part of the changes introduced to support Coupon codes...."
Say WHAT???
Coupon Code help article for reference (of note, the original partial payment article was not rescinded): https://help.gohighlevel.com/support/solutions/articles/155000006097-coupon-codes-in-calendars
Shivam HighLevel Sean Kim Sales & Marketing
S
Sales & Marketing
Merged in a post:
Show Refunded amounts on Invoices.
J
Julie Del Cueto
Currently if we issue a partial or full refund via an invoice, the invoice still shows as fully paid. Please indicate the amount refunded, and add the tag as Refunded or Partially Refunded.
A
Alfredo Motta
I second, triple, and quadruple this!! Should be a quick fix, since the data is there too.
C
Cara Clyne
this is a must!!!!
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Sales & Marketing
Merged in a post:
Show payments made on an invoice and balance remaining on the main invoice screen.
E
Edward Zifodya ST
The main screen for invoices should show balance due alongside the total amount. Additionally on each invoice individual payments should show or a link to a filter that show individual payments made.