• On the Criteria tab, select Activity, Charge, Charge billing item ID/Product ID equals [billing item].

      And Activity, Charge, Charge transaction date, between [date range].
     
    • On the Output tab, select Activity, Charge, Charge Payer Information, Charge payer amount paid.

      And Activity, Charge, Charge Payer Information, Charge payer balance due.
     
    • Select any additional desired output fields.
     
    • On the Sort tab, select a field to sort the query results.
     
    • Select the Results tab to run the query.