Setting up Balance Forwards

For those cases that have a previous balance, you need to set the balance forward.  This is done using the Billing:Setup:Balance Forward screen:

The system displays the following screen:

Entering the case number and amount and clicking on the OK icon, creates the balance.  The system will reset the fields so you can enter any number of balances quickly.  Click on the Cancel icon to end the process.


Next:  Catching things that will not be billed