The Account Information pane displays
general account information. For example, the account number, what charges the
account is responsible for and account type, to name a few.
& Services Pane
This pane defaults to the Notes tab to allow
you to add, view, modify and delete notes relating to the account. At the bottom of the screen, the Equipment
and Services tab allows you to view all equipment and/or services related to
the account. In addition, you can add or
delete equipment or services related to the account.
The Bill Summary pane displays the charges
and balance for the selected billing period. Each billing period with a
generated bill displays in the drop-down list on the right side of the pane.
Once you select a billing period, the pane displays the balance, current
charges and payments or adjustments.
Balance Summary Pane
The Account Balance Summary pane displays a
more detailed bill description. There are several information tabs to view:
Balance Summary – displays the bill’s basic
information. For example, date you generated the bill, payments, charges,
adjustments, and statement balance.
Number/Circuit Summary – displays the
telephone number or circuit and the charges associated with each.
One-Time Charges – displays a list of the
one-time charges associated with the billing cycle.
Recurring Charges – displays a list of the
recurring charges associated with the billing cycle.
Calls – displays a list of calls associated
with the billing cycle.
Payments/Funding – displays a list of
payments applied to the account balance when you generated the bill.
Adjustments – displays a list of the
adjustments applied to the account when you generated a bill.
Within any of the tabs, if the complete
information does not display, you can search for any part by typing the
parameter into the text box and clicking the magnifying glass or by clicking
the Show All button.