@TTI

"I guess I can't have what I want or need in an automated fashion."

Yes, you enable the Customer Total Balance and/or Job Total Balance from the Footer tab of Additional Customization for the template, and Yes, the program will fill in that value for you. As I noted, I use this for monthly invoicing for a template for customers that are not paid in full by that next month's invoice. That's is how you Can Have what you want.