To activate the account summary feature in your Lean Align invoice emails: Navigate to Settings > Email Settings > Account Summary. Once enabled, the account summary will automatically appear in your Invoice and Reminder emails moving forward.

The account summary will include the following information:

Balance Forward: If applicable, this will display the existing account balance for a client or matter

New Charges: This reflects the total amount added to the client or matter’s balance from the latest invoice.

Payments Received: This section will show any additional payments recorded on the invoice.

Paid from Retainer: If you enter a payment from a client's retainer on the invoice before sending it, this amount will appear here.

To Pay: This is the total calculated amount owed.

If your client has a retainer or trust account, the retainer summary will automatically display the Starting Retainer Balance, Ending Retainer Balance, and Minimum Retainer Balance.