Add a Sum Total (+ or -) of the Summary in "Client Summary"
For example. A client, or relative of a client, makes payments to A client record for future orders. The only way to calculate "What's my current credit total" is to add the column on the client summary. A simple field that totals the customer summary would be most helpful!
Gary Palmer
shared this idea
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Suzanne
commented
I agree that this would be helpful. A work around could be to create an invoice & put the deposits against it even though no items have been sold yet. Then you can just easily see the credit balance of the invoice. I can see that it would be a nuisance if she didn't spend all the money at once though & you then had to transfer some of the credit.
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Gary Palmer
commented
I have a client that make regular deposits on her account. She has friends and family do the same and then calls to ask me "How much credit is on my account" to place and order. I can't easily tell her without adding the "Client Summary" column manually. This would be a simple addition and help a lot for instances like this. (This is not a gift certificate that needs tracked. This is customer deposits from various sources to the same client. Then client wants to know her total account credit.)