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If you would like to add a running total to one of your Invoice Designer templates (e.g: running total of each row summing up the balance field), please follow the following steps:- In the Invoice Designer screen of the chosen template, click on the field you would like to make as the running total (e.g: Balance on the Customer Statement)
- Click on the "<" icon that appears which will bring up a screen called "Label Tasks"
- Select the "Summary" field. Another pop-up will appear called "Summary Editor"
- Select "Running Summary" under the Summary Function field
- Under the "Summary Running" table, select the "Report" radio button
- Click "OK"
- "Save Invoice" template and Close accordingly
