View Billing Account Screen

Billing Account Details

The following information is displayed in the billing account details section:

Billing Account ID - This is the internal ID number of the customer billing account.
Customer - This is the name of the customer whose account you are viewing.
Net Balance - This is the amount which is currently outstanding on the account, based on previous and open transactions.
Available Balance - This is the amount which is currently available to be applied to open or future orders.

You may edit or update the following information:

Account Limit - This is the credit limit given to the customer. Enter the limit manually and select the appropriate currency from the drop down menu. By default, this field will be set to the customer's pre-configured currency.
From/Thru Date - These fields specify the time period the customer billing account is valid. Enter the date manually or search for it using the calendar widget.
Description - This field allows you to enter a brief description of the customer billing account to distinguish it from other accounts.

The following buttons are available in the billing account details section:

[Update] - Clicking this button will update any of the information you have modified for the customer billing account.
[Receive a Payment] - Clicking this button will take you to the Receive a Payment Screen where you can receive a payment from the customer. The customer's billing details will be automatically entered into the "Receive from Party", "Payment Type", and "Payment Method" fields.
[Pay Invoice] - Clicking this button will take you to the Pay Invoice Screen where you can pay an open invoice from the customer's billing account.

This section details the history of transactions for this customer billing account. The following information is displayed:

Date - This is the date and time that the transaction was posted.
Accounting Transaction - This is the internal ID of the account transaction (for example, "Sales Invoice #10001").
Amount - This is the amount of the transaction.
Net Balance - This is the net balance of the account's transactions as of this transaction.
Available Balance - This is the available balance of the customer billing account as of this transaction.

This section details open transactions for current orders placed by the customer. The following information is displayed:

Order Date - This is the date and time that the order was placed by the customer.
Order - This is the internal ID of the order (for example, "WS10002").
Order Name - This is the general name you have given to the order. Please note that if no name was given to the order, this will display "N/A".
Grand Total - This is the total amount of the order.
Open Orders Total - This is the sum amount of all open orders.
Available Balance - This is the balance of the customer billing account available to pay invoices for open orders.