“Balance Due” Now Displayed on Consolidated Invoices

WorkHorse now shows the Balance Due on consolidated invoices, giving you clear visibility into outstanding payments.

What’s New

• A Balance Due field has been added to consolidated invoices.

• This value reflects the amount that still needs to be paid for that consolidated invoice.

• Helps improve tracking of payments and makes it easier to reconcile outstanding balances.

• Related Articles

• Time on Task Report Now Has a "Use Company Time Zone" Toggle

  Overview The Technician Time on Task Report now includes a new option that allows users to view report data using the company’s configured time zone instead of UTC.

• Separate Taxes from Income in the General Ledger Report

  You can now view taxes as a separate line item in the General Ledger report, making your income reporting cleaner and more accurate. What We Had Previously, the General Ledger report grouped income based on Sales Accounts, but the totals included ...

• Vendor Management Update in WorkHorse

  WorkHorse now provides enhanced vendor management features, making it easier to handle billing and relationships across sites, contacts, and companies. What’s New Assign Vendors to Billing You can now assign a Vendor as billing information on ...

• Purchase Order PDF Pricing Toggle

  We’ve added the ability to enable or disable product prices on the Purchase Order PDF. This allows users to control whether pricing information is displayed when generating or sharing Purchase Order PDFs, depending on business or client requirements. ...

• Add or Delete Systems Directly from the Deal Page

  WorkHorse now allows you to add or delete systems directly from the Deal page, with safeguards to prevent accidental data loss. What’s New You can now delete a system directly from the Deal page. If the system is attached to other entities (Work ...