The Billing and Collections section of the account shows the bills and line item transactions on the account. 

Bill editing and application of manual credits and debits are also controlled in this area of the account.

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Label

Definition

1

Adjustment (link)

Request process for a debit or credit on an account. Does not impact the balance in real time and must be approved. Requests must be approved under Activity > Adjustments or at the account level in the Services and Activity section.

2

Credit (link)

Issues a credit on an account in real time.

3

Charge
(link)

Issues a debit or charge to the account in real time.

4

Bill
(link)

Link for creating a bill on a customer's account.

5

Balance Transfer (link)

Transfer a balance from one customer to another.

6

Promise to Pay (link)

Issue a promise to pay on an account to stop the collections process. Also provides access to payment arrangements.

7

Repost MRCs (link)

Access to repost MRCs for any or all of the monthly recurring charges on an account.

8

Rerate Usage (link)

Rerates usage on an account. Typically used after changes to rates or if adding a new telephone number to a line.

9

History (link)

Allows the user to pull a report of transactions by period.

10

Full Ledger (link)

Shows full list of transactions across the account plus any child transactions as well.

11

Bills (Unpaid)

Tab name for the information covered in this table.

12

Ledger (tab)

Section that shows line item transactions with drill down ability. Tax detail per transaction can be found here.

13

Unposted (tab)

Section that shows transactions between bills.

14

Payment History (tab)

Section that shows a list of payments and how those were applied.

15

Payment Accounts (tab)

Section that shows references to accounts saved with the merchant account provider. Also the area where auto debit can be enabled or disabled.

16

Invoice
(header)

Bill ID issued by Rev.io.

17

Created Date (header)

Date the bill was created.

18

Due Date (header)

Date the bill is due.

19

Flags (header)

Shows bill method and queues prior to sending bill to the customer.

20

Charges (header)

Total of charges on the individual bills.

21

Credits (header)

Total of credits on the individual bills.

22

Payments (header)

Total of payments on the individual bill.

23

Taxes (header)

Total of taxes on the individual bill.

24

Total (header)

Total of charges and taxes minus credits and payments.

25

Amount (header)

Amount due from bill.

26

Balance (header)

Balance owed on the account.

27

Customize (header)

Options for changing headers in this view.

28

Options (button)

Options for interacting with the bill: Downloading as PDF or XML. Removing/Adding to Email/Print Queues, Adding Notes on Bill, Faxing Statement, Rebuilding the Bill and Reversing the Bill.