The account summary in your Lean Align invoice emails to clients can be enabled in Settings > Email Settings > Account Summary. Enabling it will auto-populate it on your Invoice and Reminder emails going forward.
What's included?
Your account summary will include the following:
Balance Forward - if applicable, will populate with any outstanding amount owed for the client or matter
New Charges - the amount added to the client or matter's balance from the new invoice
Paid from Retainer - if you record a payment from retainer/trust on the invoice prior to emailing, the amount paid will populate here
Payments Received - will populate with any other payments recorded on the invoice
To Pay - the calculated amount owed based on the above values
If your client has a retainer/trust, the retainer summary will populate as well:
Starting Retainer Balance
Ending Retainer Balance
Minimum Retainer Balance (will only populate if your firm uses evergreen retainers and the client has a non-zero minimum specified)
