“Include Proforma / In Review Invoices” checkbox in the Customer Center

Customer Center:

• was renamed the “Exclude In review” checkbox  to “QB Balance”:
  • the logic isn’t changed;
• “Include Proforma / In Review Invoices” checkbox:
  • was added;
  • the default state is taken from the company setting;
  • if the checkbox is checked -> in customer Balance include Invoices in statuses Proforma / In Review.

Company Settings -> Customer -> Additional Settings:

• “Include Proforma / In Review Invoice in Customer Balance” checkbox:
  • isn’t checked by default;
  • if the checkbox is checked -> the same checkbox by default is checked in Customer Center.