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RyanRyan2's avatar
RyanRyan2
Qrew Assistant Captain
8 years ago

how to setup an amount remaining field using payments table?

I'm looking to add a Remaining Balance/Amount Remaining field to my payments table/form. Basically, the customer can choose the # of payments they'd like to make and we have set payment schedule. Howe...
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MCFNeil's avatar
MCFNeil
Qrew Captain
8 years ago
When you set up the relationships so each 'item; has many 'payments' you can then set up a summary field that will count the total paid.  Then you can use that in a formula to calculate the balance due.
  • RyanRyan2's avatar
    RyanRyan2
    Qrew Assistant Captain
    8 years ago
    can you show me in steps?
  • RyanRyan2's avatar
    RyanRyan2
    Qrew Assistant Captain
    8 years ago
    thanks, guys, helped me solve it! awesome! 
  • RyanRyan2's avatar
    RyanRyan2
    Qrew Assistant Captain
    8 years ago
    any help on a magic button that can auto fill payment amount and check a check box?
  • ArchiveUser's avatar
    ArchiveUser
    Qrew Captain
    8 years ago
    That's a pretty big step to go from setting up a Summary/Lookup field to building an API button...
  • RyanRyan2's avatar
    RyanRyan2
    Qrew Assistant Captain
    8 years ago
    i learn from failure