View Billing Account Screen

This screen allows you to view and modify details of a customer credit account, and is divided into the following sections:

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 credit account.
• Customer - This is the name of the customer whose account you are viewing.
• Original Balance - This is the amount that was originally put into this credit account when the store credit was first issued.
• Available Balance - This is the amount which is currently available for future orders. This would include both invoices that have been paid with the account and outstanding orders against the account.

You may edit or update the following information:

• 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.

Click on [Update] to update any of the information you have modified for the customer billing account.

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

• [Pay Invoice] - Clicking this button will take you to the Pay Invoice with Billing Account Screen where you can pay an open invoice from the customer's billing account.

Account Transactions

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.
• Transaction - This is the type and internal ID of the account transaction (for example, "Sales Invoice #10001").
• Amount - This is the amount of the transaction.
• Available Balance - This is the available balance of the customer billing account as of this transaction.

Open Transactions

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.