Calcbalance should only include charges from after the "From Date"

Question

We want to send out texts to parents with their balance, but we don't want to include old balances from many years ago or even from last year. Is there a way to make that the 'Calcbalance' (or a different calculation) looks at the 'from' date to see which charges it should include in the calculation? Right now it only looks at the "To" date.

Answer 1

You are looking for the column BalanceBetDates that you can get by unchecking the No Addl Merge Fields checl box.