There is a new Projected Balance option in Credit Control Desk, this can be found in the bottom right of the screen after the customer has been entered.
The new data-grid calculates the 'projected' running balance taking into account the current balance, any pending sales orders and when the payments will be received based on the customer payment days.
The Toggle button changes the rolling closing balance row to Totals for each of the month.
There is also a Calculation button that exports as a CSV the full transaction detail and how it came to this projection.
