Customize Totals Window

1. Click Delete for the total you want to remove.
2. Click OK..

1. Click Add. This will open the Total Settings window.
2. Select which type of total you want to add.
3. Edit the name of the total by typing over the name, if necessary.
4. Select the Date Range that you want to view.
5. Use the filter selections to narrow down which transactions you want to include in the total.
6. Click OK..

1. Click View/Edit on the row containing the total you want to view or edit. This opens the Total Settings window.
2. Make any necessary changes such as name, date range, transaction type, or filter selections.
3. Click OK..

The following types of transactions are available for the Totals section on the Customer Management tab:

• Credit Memos
• Expense Tickets
• Proposals
• Quotes
• Receipts
• Sales Invoices
• Sales Orders
• Time Tickets

• Expense Tickets
• Payments
• Purchase Orders
• Purchases/Inventory Received
• Time Tickets
• Vendor Credit Memos
• Write Checks

• Credit Memos
• Expense Tickets
• Payments Applied to Expenses
• Proposals
• Purchase Orders
• Purchases/Inventory Received
• Quotes
• Receipts Applied to Revenues
• Sales Invoices
• Sales Orders
• Time Tickets
• Vendor Credit Memos

The Customer Balance amount at the top of the Customer Management tab shows you the actual balance, while the totals in the Totals section only show totals for that particular transaction type and for a particular date range. For Sales Invoices, for instance, it only shows you a total of all sales invoices. The amount does not take into consideration payments made against those invoices. In addition, credit memos that have been applied to invoices will show with a value of $0.00 in the Credit Memo section but will show their full value on the Totals section.