If the customer is part of a corporate account structure, the Balances tab provides an indication of the total balance for the corporate account, and lets you display details of the corporate balances.
Click Details... to see a list of the corporate account balances. The Corporate Account Balance Detail view displays the corporate tree with associated balance detail information.
Note
The title bar includes the account number of the customer record you accessed the Corporate Account Balance Detail window from.
The Corporate Account Balance Detail view is divided into two parts.
The left panel lists all the corporate accounts in a corporate tree structure.
Select an account to display the balance or unbilled usage for that account and its children in the right panel.
Right-click an account and select View Customer to open that customer account record.
Right-click any account and select Toggle Address to hide or display all addresses.
Right Panel Tabs
The Corporate Balances tab shown above lists the selected account's aging balance information and that of its children.
i = Invoice Responsible i with back slash = not invoice responsible | Invoice Responsible Status The account is responsible for its own invoices and for invoices for Child Accounts that are non-invoice responsible. |
Account Name | The customer account name |
Past Due Balance | The dollar amount that is past due for this account (does not include balances of any children) |
Days Past Due | Number of days the account is past due. |
Current Balance | The dollar amount that has been invoiced but is not yet due for this account (does not include any children) |
Total Balance Due | Total balance on the account. Sum of current balance and past due balances for this account. |
Invoice Responsible Balance | The sum of the account balance that this account is responsible for. (This will be $0.00 for non-invoice responsible accounts.) |
Corporate Summary | The sum of the account balances for this account and all its children (whether they are invoice responsible or not). |
The Unbilled Usage tab lists usage that has not yet been billed for the selected account and its children.
i = Invoice Responsible i with back slash = not invoice responsible | Invoice Responsible Status The account is responsible for its own invoices and for invoices for Child Accounts that are non-invoice responsible. |
Account Name | The customer account name |
Account Charge | The unbilled usage charges for this account. |
Invoice Responsible Charge | The sum of the unbilled charges that this account is responsible for. (This will be $0.00 for non-invoice responsible accounts.) |
Corporate Summary | The sum of the unbilled charges for this account and all its children (whether they are invoice responsible or not). |
Right-click an account and select View Customer to open the customer account record.
Right-click any account and select View Entire Tree to see all of the corporate accounts listed on the Corporate Balances tab. You can also see all of the accounts if you click on the highest level account in the account tree in the left pane.