Balance Due
The Overview section of the CRM360 screen displays a
constituent's current balance due and total balance due.
Current: The first number indicates the total
balance due, minus deferred payments.
Total Invoiced: The second number indicates
the sum of receipts, vouchers, transfers, sales, write-offs, and adjustments on
active, invoiced order lines where the customer is the bill-to customer,
regardless of the payor.
Proforma: The third number indicates the
total balance due on proforma orders.
Note: Currently Proforma orders
are not being used in Personify.