Pathway: Customer > Search > Accounts
Aging Buckets
A.R. aging buckets categorize an account’s outstanding balances by time period. The Current bucket reflects recently billed invoices where the date payment is due is still in the future.
1-30 Days: Invoices that are 1-30 days past their due date.
31-60 Days: Invoices that are 31 to 60 days past their due date.
61- 90 Days: Invoices that are 61 to 90 days past their due date.
91-120 Days: Invoices that are 91-120 days past their due date.
120+ Days: Invoices that are more than 120 days past their due date.
Export and Print
Option to Print Statement is under the Statement drop down.
Invoice
Select Invoice to generate an invoice for the account. When the Create Customer Invoice window displays, enter the date the customer is to be billed thought in the ‘Bill To Date’ field. Invoices can be generated for a single site or all sites under the account.
Auto Apply
Select Auto Apply and the system will automatically apply any credit on the account towards the balance of the oldest invoices first. Selecting Auto Apply will promptly initiate the auto apply process.
Balance Write Off
In the event all attempts to collect payment on a past-due account are unsuccessful, the existing balance can be written off using the Balance Write Off tool. When a balance for an account is written off it is removed from the Accounts Receivable ledger of the billing company.
Credit Cards On File
Manage customer’s credit cards and bank account information for account payments using the Credit Cards On File tool. In addition to managing payment information, this tool is also used to post payment and set up auto pay.
Limit to Open Items
By default, the AR History tool displays only Open Items. Deselect the Limit to Open Items check box to view a history of open and closed billing transactions.
