We have had several clients recently ask that we include a line on our outgoing bills listing the date when we received their last payment. Tech Support told our bookkeeper we could do this, but said he lacked sufficient knowledge about the template editor to tell her how.
I've done some searching on the forums here, and saw some similiar questions back in 2008, but nothing more recently. Does anyone know if this is even possible and if so any tips on how to accomplish it?
On the invoice are you currently showing payments at all? I guess my question is do you want to show payments with dates and amount or are you just looking to show the date of the last payment received?
Caren Schwartz (Moderator/CIC)
& Time &
Cents Consultants, LLC
www.3545consulting.com / www.timeandcents.com
Software for Managing Time, Money
Time Matters, Billing Matters,
Billing Matters Plus, PC Law CIC