Each item in the top section of a customer account is defined below.



1

Account Number

Customer account number assigned by Rev.io or manually entered by a user.

2

Company Name/First Name & Last Name

Name of company from the service address if class of service is listed as business or name of customer from service address if residential.

3

Billing TN/Circuit ID

Main line indicator as selected on the customer profile page.

4

Balance

Real time amount on a customer’s account. Includes current and past due statements as well as any unposted transactions from the Billing and Collections section of the account.

5

Overdue

Amount of money owed from one or more statements that are passed the due date.

6

Due

Amount of money owed from a statement with a due date that has not passed.

7

Status

Options are Open, Pending, Closed and Prospect. Order completion will set accounts to the Open status. Users should not manually make status changes.

8

Cycle

Date that monthly recurring charges will appear on an account.

9

Payment

Button used for making payments at the customer account level.

10

Notes

Button used for creating a note on the customer account.

11

Tickets

Button used to open a ticket on the customer account.

12

Task

Button used to open a task on the customer account.

13

Order

Button used to create a Move, Add, Change or Disconnect on the customer account.

14

Audit Log

Button used to access the audit log on a customer’s account.

15

Add Tag

Button used to add a tag on the customer’s account (Tag - colored rectangle with text).

16

More

Short cut button to several other links on the customer account page.

17

Tags

Colored text boxes used for drawing additional visibility to a data point on the account. Added by a database rule or manually generated from the Tag button.

No.

Label

Definition