V3 Account Balance - Uninvoiced Balance

The Uninvoiced balance, which appears in the Balance area of a Review Account overlay, reflects a balance from Jobs that have been completed but the invoice has not yet been generated.


You will see an amount in this field when a Job has been completed but the Invoice Frequency at the Job level is set to anything other than "Daily" or "Print in Advance". For example, if an Account has a weekly mowing service but they are billed monthly, then the Uninvoiced balance shows a running total until the Invoice is generated on the last day of the month. Remember that when a visit is completed in this scenario, an Invoice is created but not yet generated; it is an Incomplete Invoice. You can view Incomplete Invoices by going to Accounting > Invoices > All saved filters > Incomplete

To see which Jobs are contributing to the Uninvoiced balance, click on All History or Past Visits in the "Activity" section of the Review Account overlay:


Any visits that have been completed within the Invoice frequency period will be contributing to the Uninvoiced balance.

Note: The Uninvoiced balance includes tax, if applicable. This balance is as it would appear on the Invoice, not the Job. It's also a running balance so it may include multiple Jobs or Invoices.
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