The Corporate Balances tab of the Corporate Account Balance Detail window lists the selected corporate account balance information and that of its children.
Invoice Responsible Status i = invoice responsible i with back slash = not invoice responsible | 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). |
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.