Account Inquiry Account History |
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Account Inquiry allows you to view the History of Invoices, Payments, Adjustments. Also see Related Topics.
To Navigate To Account Inquiry, See: Account Inquiry Navigation
- By default, the Invoice List displays unpaid invoices. Click the Paid box to include Paid Invoices in the Invoice List display.
- Invoice Details will display the corresponding payment and invoice details of the invoice selected in the Invoice List.
- Paid Invoices can be Printed, Previewed, Emailed or Adjusted by right clicking on the invoice in the Invoice List.
Payments can be made in Account Inquiry directly to the customer account via the Pay Now button.
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See more about Pay Now here. |
Paid Invoice View
- Click the Paid checkbox to view Paid invoices.
- Invoice payments will display in the Payments column in the Invoice List grid.
- Invoice Details grid will display the credit card, ACH, or other payment details.
Invoice Detail Adjustments
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See more about entering Invoice Detail Adjustments here. |
- Invoice List will display the Adjustment amount and the Balance will reflect the adjustment amount.
- Invoice Details will display each Invoice Detail Adjustment line item.
AR Balance Adjustments
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See more about entering AR Balance Adjustments here. |
- AR Balance Adjustment will now display the adjustment in the Adjustment column and invoice balance will reflect the adjusted amount. See below.
- The Invoice Details will display the adjustment date, transaction type=Adjustment, adjustment reason, reference and amount. See below.
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