Adding a Running Total

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:
  1. 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)
  2. Click on the "<" icon that appears which will bring up a screen called "Label Tasks"
  3. Select the "Summary" field.   Another pop-up will appear called "Summary Editor"
  4. Select "Running Summary" under the Summary Function field
  5. Under the "Summary Running" table, select the "Page" radio button
  6. Click "OK"
  7. "Save Invoice" template and Close accordingly

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