How do I show a client their full outstanding balance including past amounts

To give clients a complete view of what they owe, attach a Debtor’s Statement to your communications or invoices. This document provides a summary of:

Current charges from the latest bill

Any previous outstanding balances

The total amount due

This is especially helpful when clients have:

Multiple bills from prior months

Part-paid invoices with remaining balances

Credits or adjustments that affect the overall amount owed

Tip: The Debtor’s Statement can be printed or attached as a PDF and is useful for reconciling payments, trust allocations, or end-of-matter billing summaries.