Balances

Quickly view current balances.

Net Due

The Net Due card displays the current amount due on the customer's account. The Net Due amount is the Regular Balance less the Unapplied Credit balance. The dollar amount of available discounts also displays on this card.

Selecting View Net Due displays the Balance Details page:

Balance Details

• Invoices Due on or Before – Selecting the Calendar icon and a date displays Invoices due as of a desired date.
  
  • The most important Invoice details can be quickly reviewed. Alternatively, selecting the Download icon displays an option to download and/or view a PDF of the Invoice which includes additional Invoice details.
    Note: If the PDF is not available, please contact your retailer.
• Invoices Due After (Current Date) – This displays all Invoices due after the current date.
  
  • The most important Invoice details can be quickly reviewed here. Alternatively, selecting the Download icon displays an option to download and/or view a PDF of the Invoice which includes additional Invoice details.
    Note: If the PDF is not available, please contact your retailer.
• Payment – Choose to Pay Statement Balance, Pay Off Balance, Select Invoices, or Enter Amount. Net Due Balance payment information can be found here.
  
• Balance Due By Month – This displays the total amount due broken down by month for the past 6 months.
  • Selecting the Bar or Circle Graph icons at the top right corner toggles between a Bar Graph and Circle Graph view.
    
    • Hovering over a bar on the graph displays the total dollar amount due for that month as well as the percentage of the total balance each month is comprised of.

Prepay

The Prepay card displays the current amount of prepaid product available on the customer's account.

Selecting View Prepay displays the Prepay Balance Details page.

• Prepay Balance – The Total Prepaid amount is displayed.
  
• Make a Prepayment – Prepay payments can be made by choosing either Select Bookings to Pay or Enter Amount to Prepay, then selecting Make Payment. Prepay payment information can be found here.
  
• Paid Bookings – Important Booking details can be viewed by selecting the Ellipsis icon and choosing to download and/or view a PDF of the Booking. Additionally, the Eye icon can be selected to view Booking product details.
  Note: If the PDF is not available, please contact your retailer.

Budget Due

The Budget card displays the current amount due in Budget Billing Invoices on the customer's account.

Selecting View Budget Due displays the Budget Due Details page.

• Breakdown – Budget Due payment information can be found here.
  
  • The current Budget Billing Invoices for the account are reflected in the Budget Due balance.
  • The total balance of Budget Billing Invoices and Budget Memos are reflected in the Budget Balance.
• Invoices Due on or Before (Date) – Selecting the Calendar icon and a date displays Invoices due as of a desired date.
  
  • The most important Invoice details can be quickly reviewed. Alternatively, selecting the Download icon displays an option to download and/or view a PDF of the Invoice which includes additional Invoice details.
    Note: If the PDF is not available, please contact your retailer.
• Invoices Due After (Current Date) – This displays all Invoices due after the current date.
  • The most important Invoice details can be quickly reviewed here. Alternatively, selecting the Download icon displays an option to download and/or view a PDF of the Invoice which includes additional Invoice details.
    Note: If the PDF is not available, please contact your retailer.