Overdue and Current Balance Merge Fields for Customer Statement Templates

Business Need:
We are a wholesale supplier and use customer statements as a key part of our accounts receivable and credit management process. Currently, the Outstanding Statement and Activity Statement templates in Cin7 only support a single total balance field (OutstandingDueAmount). There is no way to display overdue and current amounts separately on the statement.

This is a significant gap for businesses managing customer credit, as it means customers receiving a statement cannot easily see at a glance how much of their balance is overdue versus still within terms.

Requested Feature:
We are requesting the addition of two new merge fields for use in document templates:

1. OverdueAmount — the total value of invoices where the due date has passed and payment has not been received
2. CurrentAmount — the total value of invoices that are not yet past their due date

This would allow businesses to add a simple summary section to their statement templates, for example:

| Overdue | Current | Total Due |
|---|---|---|
| $407.00 | $406.89 | $813.89 |

This is standard functionality in other accounting platforms (e.g. Xero already displays this breakdown on their statement templates) and is something our customers actively rely on to understand their account status.

Impact:
Without this functionality, customers receiving statements cannot distinguish between amounts that are overdue and amounts that are simply upcoming. This makes it harder for our team to have productive conversations about overdue balances, and harder for customers to prioritise payments. We have had to work around this limitation by using a third-party platform for statements, which adds unnecessary complexity to our workflow.

We believe this would be a valuable addition for any Cin7 business that uses statements for credit management, collections, or customer communication.

Thank you for considering this request.