The Balance section allows you to view the current balance of every Customer registered in your system.
To view the list, go to the Customer Management > Balance section.
You can narrow down the search results by using the following filters:
- Customer: Select the Customer.
- Pay Period: Select the Customer’s set payment frequency (Manual / Monthly / Semi-Monthly / Weekly).
- Payment Method: Select the Customer’s payment method.
- Bank Account: Select the Customer’s bank account
- Payment Model: Select the Customer’s set payment model (Prepay / Postpay).
The list contains the following information:
- Customer: The name of the Customer.
- Balance: The Customer’s balance. Displays the balance accumulated as the sum of the invoices or statements, depending on the Customer’s payment model.
- Pay Period: The Customer’s set payment frequency (Manual / Monthly / Semi-Monthly / Weekly). Note: The Payment frequency is set in the Customer Accounting Settings via the paired LMS or Call Logic component.
- Due Days: The number of days provided for the Customer to make the payment.
- Payment Method: The Customer’s set payment method.
- Auto Charge, days: The number of days after issuing the invoice to automatically charge the Customer's payment method for the invoice amount.
- Payment Model: The Customer’s set payment model (Prepay / Postpay).
- Bank Account: The Customer’s bank account. To set up a different bank account, click the column value and fill in the required information in the pop-up window:
- Bank ID: Select the preferred bank account from the drop-down list.
- Show Change Bank Notification: Select the “Yes” option from the drop-down list to inform the Customer about the Bank Account change via the invoice. Select the “No” option to disable the notification.
Click the “Save” button to complete.