Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

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The Balances Page

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The Balances page provides information and functionality related to payments, adjustments, invoices, deposits, store credit (for POS), and reward points.

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How to Access

To access this view from the Customer menu by choosing Billing > Balances.

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Balance Views

The view defaults to Account Balances. You can also choose to view Account Balance by Invoice Category, Deposit, Store Credit, or Reward Points balances.

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For any selected balance you can view the POSTED or UNPOSTED balance. When viewing Posted balances you can select a specific range by entering To and From dates and then clicking REFRESH.

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See Also: