View Totals for an Organization or Individual
You can view total charges, payments, and the balance for an organization or individual.
- On the Information tab, click .
- Locate the appropriate record.
- Totals for all activities display in the grid. The recap of balances includes charges and payments from past events as long as you haven't deleted the amount or event.
- You can delete charges and payments in the Charges & Payments window or when you delete the event.