How to View Account's Current Billing Activity
Only a Financial Admin can do this.
- In the side menu click Business Tools > Invoices & Payments.
- Search for the desired account.
- Under Account Balance column click View.
- From here you can view recurring charges, current invoices & payments, and click the following buttons.
- Printer Friendly View — Gives a clean view so you can then click Print.
- New Refund Credit Balance — Record a refund by check.
- New Comp Payment, New Class Payment — Record a payment by check or charge a credit card on file.
- New Invoice Item — Add a competitive or class invoice line item.
- New Credit — Add a credit against a previous competitive or class invoice line item.