Calculate Remaining Balance
I have a view where I can see a client's Total Cost, Deposit they paid and their Remaining Balance (I have Balance set with the formula Total Cost  Deposit.) When a client wants to make a partial payment, how can I do that and have the Remaining Balance calculate that?
1 comment

Witte commented
Hello,
There are multiple ways to approach this, and some of your options may be more effective than others based on your current workflow and table design. I will do my best to describe a few options here, but please feel free to contact our Support Team directly at 8006733302 or support@trackvia.com if you would like further assistance.
One option would be to create a new field called Partial Payment, the edit the formula in your Balance field to also subtract this new field (Total Cost  (Deposit + Partial Payment)). If a Partial Payment is made, you input the number into your Partial Payment field and the Balance will update automatically. If they do not make a partial payment, you can leave this field blank and the Balance calculation will be unaffected.
if you are attempting to track these partial payments, you could instead a new child table called Partial Payments. These partial payment records could then be added together on the parent table using a sum function, and this total could then by subtracted from the Total Cost in the same manner as the example above.
I hope this is helpful. Please don't hesitate to reach out if you have any additional questions,
Witte