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Representing Open Balances from a Previous System
Representing Open Balances from a Previous System
Updated over 4 months ago

The best way to bring any open invoice balances from a previous software system into your account would be to create a new invoice for a flat fee totaling that amount. You can then note that it is a "balance forward."

To do this:

  1. Select the Create Invoice button on the Home page.

  2. Select a Contact and Court Case. Leave Deposit Account and Payment Terms as is.

  3. Add a Line item for a Flat Fee.

  4. Add a Note, “Balance Forward.”

  5. Add the amount of the Balance.

  6. Click Save.


The invoice is created, added to the system and viewable in the Billing Invoices Tab.

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