Balance

The Balance field (in the Current Customer Balances section of the Customer Payment Summary area) is calculated as:

• the sum of all posted unpaid invoices for the current Customer having an invoice amount > 0  +  the sum of all posted unapplied payments (not including the current payment)

When adding a new Customer Payment, the value in this field will be displayed after selecting a value in the Customer field.  
As new entries are added to the Customer Payment Paid Documents and Detail grids, this value will only be updated upon clicking Save.

The Balance field (in the Paid Documents area) is calculated as:

• the Amount of an invoice or payment still outstanding (ie balance left on this document)
• e.g. amount from the original document minus applied amounts from all posted applications for this document (which may consider previously applied customer payments, discounts, write-offs and voided documents)