I was wondering how I can add the "current balance"(from A/R) amount and the amount of the new invoice together to obtain a total amount due figure on the invoice.

For Example:

Current Balance: $1500.00

Invoice total 500.00

Total Due $2000.00

Dear Kenaberdeen

In the Designer, there is a spec code (E90) that should do this for you.

If you open the Spec List, look under Invoice Header/Invoice Totals and you should see the E90 "Net invoice total + Current balance".

If you use Retainage, there are other fields that can be used as well further down on the same list.

After adding the field(s) to your invoice spec, remember to save the file before you close the specification again.

Hope this helps!

Regards,
Softrak Support

Thanks for your response on this. However, his only appears to work with ann account if it is current and not if it has amounts that are 30 - 90 or more days past due.

This seems like I am missing something simple here.

Ken

quote:

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Originally posted by Softrak Support:
Dear Kenaberdeen

In the Designer, there is a spec code (E90) that should do this for you.

If you open the Spec List, look under Invoice Header/Invoice Totals and you should see the E90 "Net invoice total + Current balance".

If you use Retainage, there are other fields that can be used as well further down on the same list.

After adding the field(s) to your invoice spec, remember to save the file before you close the specification again.

Hope this helps!

Regards,
Softrak Support

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Hi Ken,

E90 will do exactly as you indicated: The invoice amount + the Current balance (not including any overdue amounts). If you want the total AR outstanding balance added to the invoice total, use the E66 code, found in the same place you chose E90. This field is entitled 'Net invoice total (less retainage) + Outstanding balance from the AR customer file'. This should include the total AR amount for the customer, not just the current balance.

Your original posting asked for the current balance added to the invoice amount. Note the current balance is just that, the amount that is not overdue. If you really meant the total balance including 30/60/90 overdue, then pick the E66 code that uses the entire outstanding amount for your spec.

Regards,
Softrak Support