- Under Manage Records, click the Records tab.
- In the drop-down list, select Add/Edit Customers. Click Go
 . - On the Family tab, select the customer whose account balance you want to calculate.
- Right-click on the family's record and click Calculate Balance on the drop-down menu.
- The Calculate Balance window displays the family's balance. The balance calculates according to the current date.
- To recalculate the family's balance, select the date for which to calculate the balance in the As of drop-down list.
- Under Calculate using, select Due Date to calculate the family's balance according to the date payments are due or select Invoice Date to calculate the family's balance according to the date invoices were created.
- Select Include Open Transactions to include transactions that have not been posted in the family's calculated balance.
- Select Only Include Positive Fee Balances to exclude any credit balances and show the actual amount owed.
- Click Recalculate to recalculate the family's balance according to the changes you made.
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