Billing card

The billing card displays a list of the customer's billing accounts and invoices.

The billing card displays billing accounts and invoices associated with the current account, consumer, or contact record. For each billing account, the following details are displayed:

• Billing account name: Displays the list of billing accounts associated with the record. If multiple billing accounts or parent and child billing accounts exist, use the drop down list to switch between them to view invoices for a specific account in the hierarchy. Selecting a child account from the drop down filters the invoice list to show only invoices for that account.
• Invoices: Displays the list of invoices for the selected billing account, including invoice number, invoice date, due date, and payment date.

You can do the following:

• Search: Enter a number to display invoices associated with the account.
• Filter: Specify filters in the drop down list to view parent and child accounts.
• View all: 5 invoices are displayed by default. Select View all to view additional invoices.
• Select the to drill down to the invoice record page.
• Select Create invoice case to create an invoice case for the billing account. See Create an invoice case for details.
• Select the Refresh icon to refresh the invoice list to reflect any newly added records or any changes made to the invoices.

You can configure variables such as tables, display fields, and query conditions. See Configure the billing card variables for details.