Billing Information Tab
How do I get here? | Customers Menu ► Search ► Select Customer ► Billing Information tab |
Purpose |
The purpose of this screen is to provide a detailed view of the customer’s current account standing along with a history of all invoicing and financial transactions. It also provides access to view Unbilled Usage as well as the ability to manage and submit credit card or ACH payments. |
Security | Customers Module |
Taxing Impact | N/A |
Commission Impact | N/A |
Data Field Definitions | N/A |
Current and historical billing information can be viewed from the Invoices tab. Billing cycle records are listed in the grids with a corresponding to access the customers PDF invoice, CDR Detail for that cycle as well as drill down into additional detail for each charge.
The page contains the following sections: