Difference between revisions of "Find Customer Billing Account Screen"

From Opentaps Wiki
Jump to navigationJump to search
 
(One intermediate revision by one other user not shown)
Line 1: Line 1:
This screen allows you to search for a customer billing account.  You may search by either some or all of the internal Billing Account ID or the Customer Party ID (which you may enter manually or search for using the [[lookup widget]]).
+
This screen allows you to search for a customer credit account.  You may search by either some or all of the internal Credit Account ID or the Customer Party ID (which you may enter manually or search for using the [[lookup widget]]).
  
Clicking the [Find] button will bring up any billing accounts that match the data you entered.  Clicking the billing account ID will take you to the "View Billing Account" screen.
+
Clicking the [Find] button will bring up any credit accounts that match the data you entered.  The list will show the original balance available on the account and the current balance that is still available, or zero if the account has been fully used.  Clicking the credit account ID will take you to the "View Billing Account" screen.
 
 
You may find more information about billing accounts [http://www.opentaps.org/docs/index.php/Billing_Accounts#Using_billingAccount here].
 

Latest revision as of 19:48, 12 May 2008

This screen allows you to search for a customer credit account. You may search by either some or all of the internal Credit Account ID or the Customer Party ID (which you may enter manually or search for using the lookup widget).

Clicking the [Find] button will bring up any credit accounts that match the data you entered. The list will show the original balance available on the account and the current balance that is still available, or zero if the account has been fully used. Clicking the credit account ID will take you to the "View Billing Account" screen.