There are several screens in the CollectMax program where the Account Balance will be displayed.
On the Summary Tab, the Account Balance panel shows the total balance of the account including all open claims for that account.
Click the button to display is used to display a separate window that details
the claim balances of the account:
Click the button to print a Account Balance Report that will list both open and closed Claims.
Any closed Claims will be denoted by a C the claim listing.
To make balance adjustments or to enter financial transactions, see Financial Tab.
To view detailed balance information on a claim by claim basis, see Claim Tab .