Balance Forward

This table displays all outstanding (not yet paid) transactions associated with the selected customer, broken down by overdue period.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Show children

This is not applicable to a balance forward view.

Show futures

Select this option to display future-dated transactions in the table for selection those not yet due for payment.

Balance forward table

This table displays the customer's aged values. Select the Selected box next to the period to include the value in the receipt. This transfers the value into the Items Paid table, where the value can be edited if required before saving the receipt (though only to a value less than or equal to the value of selected transactions).