View Totals for an Organization or Individual

You can view total charges, payments, and the balance for an organization or individual.
  1. On the Information tab, click Organizations & Individuals > Recap of Balances.
  2. Locate the appropriate record.
  3. 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.
  4. You can delete charges and payments in the Charges & Payments window or when you delete the event.