Use this window to customize which totals you want to see in the Totals section on a Navigation Center Management tab (Customer Management tab, Vendor Management tab, etc.).
Note: The Totals sections that are available for the Customer Management tab and the Vendor Management tab are also available on the My Dashboard tab.
You can:
The following types of transactions are available for the Totals section on the Customer Management tab:
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.