Customer Inquiry - Customer Balances Panel

Use the Balances Panel to view the customer's balances for each service along with the associated details. You can view totals for all currently unposted (open) customer charges, payments, cash adjustments, adjustments and finance charges. In addition, you can view customer payment, discount, budget and lien information. The table following the window example describes the Balances Panel for the Customer Inquiry.

Tips:

The Customer Balances Panel displays in several other programs such as, Cash Receipts Entry and Bill Entry.
Because certain customer Balance field labels can be tailored to suit your needs, the field labels in the software may not match the documentation. The field labels are defined prior to the installation. In this example, the fields Current through Previous State Tax amount are defined prior to installation.
To quickly view associated transaction details, click Plus . For example, to view the associated balance details that accumulate to the Total Charge Balance, click Plus.
Certain Balance fields are linked to associated transaction journals for you to view the transaction details. For example, if you click the Transaction Total field label, Print View opens for the Billing Edit Transaction Journal, where you can view the Billing Transactions that make up the Transaction Total. The Field Descriptions table specifies the active Balance field labels.
Use the scroll bars on the right to view information that does not currently fit in the Customer Balances Panel.

Directions:

1. The Customer Inquiry window automatically opens when Utility Billing is launched.
Tip: To display the Customer Inquiry after starting other windows, click Customer Inquiry

on the Edifice Toolbar.

Customer Inquiry - Customer Balances Panel Field Descriptions Tip: To see more information about a field, click the hyperlink for the field name.
	To move forward or backwards to view other services, click Forward or click Back.
Note	Displays a customer note.
Total Charge	Displays the customer's Total Charge amount for each service that they have, as well as, the total accumulated for all of the customer's services.
	To see Age Balance details associated with the Total Charge Balance, click Plus. Or, to hide the Age Balance details, click Minus . Tip: To see field descriptions for the details, see below.
Age Balance Details	When you click Plus, the associated Age Balance fields display: Curr - Current Balance for the service 30-Day - 30-day old balance for the service 60-Day - 60-day old balance for the service 90-Day - 90-day old balance for the service 120-Day - 120-day old balance for the service 150-Day - 150-day old balance for the service Note: Because the Customer Age Balance fields can be tailored to suit your needs the field labels in the software may not match the documentation. The field labels are defined prior to installation.
Total Finance	Displays the customer's Total Finance Charge amount that is an accumulation of the Calculated Finance Charge and Previous Finance Charge amounts for each service that they use, as well as, the total amount accumulated for all of the customer's services.
	To see details associated with the Total Finance Balance, click Plus. Or, to hide the details, click Minus . Tip: To see field descriptions for the details, see below.
Total Finance Details	When you click Plus, the Finance detail amounts display: Accumulated Finance Charge - current accumulated finance charge amount Previous Finance Charge - amount of previous finance charges Note: Because the Customer Balance fields, like the finance charge fields, can be tailored to suit your needs, the field labels in the software may not match the documentation. The field labels are defined prior to installation.
Total State Tax	Displays the customer's Total State Tax amount that is an accumulation of the current state tax and any previous state tax charges for each applicable service that they use, as well as, the total amount accumulated for all of the customer's services.
	To see Balance details associated with the Total State Tax Balance, click Plus. Or, to hide the details, click Minus . Tip: To see field descriptions for the details, see below.
Total State Tax Details	When you click Plus, the State Tax detail amounts display: Current State Tax - current State Tax amount Previous State Tax - amount of Previous State Tax charges Note: Because the Customer Balance fields, like the State Tax fields, can be tailored to suit your needs, the field labels in the software may not match the documentation. The field labels are defined prior to installation.
Note: The following Customer Balance fields are set and can not be defined prior to installation.
Un-Applied Amount	Displays the customer's accumulated Un-Applied Amount balance, if applicable. Tip: Because customer Un-Applied Amounts are accumulated to service 0, the Un-Applied Amounts display in the Grand Totals column that is an accumulation of all services.
Total Balance	Displays the customer's Total Balance for each service, if applicable, as well as the Grand Total Balance accumulated for all of the customer's services. Note: Codes display to alert you as to the type of detail that is included in the balance, such as, budget or lien amounts.
Last Payment Amount	Displays the amount the customer last paid towards their balance for each applicable service, as well as, the Total Payment Amount accumulated for all of the customer's services.
Last Payment Date	Displays the date the customer made their last payment for each applicable service.
Discount Amount	Displays the current calculated Discount Amount, which can be applied to the customer's service balance if paid by the Discount Date. The last column displays a grand total Discount Amount accumulated for all services.
Discount Date	Displays the date through which the Discount Amount can be applied to the customer's service balance, if applicable. Tip: To alert you, a green box displays the number of remaining grace days in which the Discount Amount can be applied to the customer's balance. A red box displays the number of discount days expired, if today's date is beyond the Discount Date.
Discount Balance	Displays the customer's balance after the Discount Amount is applied to their service balance.
Lien Total	Displays the customer's Lien Total amount, which includes lien interest and lien costs for each service as well as, the grand total accumulated for all services.
	To see additional lien details, click Plus. Or, to hide the additional lien details, click Minus . Tip: To see field descriptions for the additional details, see below.
Lien Detail Lines
Lien	Displays the Lien Amount, which excludes both the Lien Cost Amount and the Lien Interest Amount.
Lien Cost	Displays the cost associated with preparing and generating the lien for the customer.
Lien Interest	Displays any Interest charged for the customer lien.
Prev Lien Total	Displays the customer's Previous Lien Total amount for each service as well as, a grand total accumulated for all customer services.
	To see previous lien details, click Plus. Or, to hide the previous lien details, click Minus . Tip: To see field descriptions for the previous lien details, see below.
Previous Lien Detail Lines
Prev Lien	Displays the customer's Previous Lien Amount, if applicable.
Prev Lien Cost	Displays the customer's Previous Lien Cost Amount, if applicable.
Prev Lien Interest	Displays the customer's Previous Lien Interest Amount, if applicable.
Budget Due	Displays the customer's outstanding Budget Balance that is due, as well as, a grand total accumulated for all of the customer's services.
Non-Budget Due	Displays the customer's outstanding balance for non-budget charges and associated payment amounts, as well as, a grand total accumulated for all of the customer's services.
Bankruptcy Amount	Displays the amount due at the time the customer declares bankruptcy, if applicable. Tip: This field is blank, unless you have assigned the customer to bankruptcy during the Customer To Bankruptcy wizard.
Cash Total	Displays the customer's accumulated unposted cash receipts transactions. Tip: To view the Cash Receipts Transaction Journal that contains the associated transaction details for the customer, click the Cash Total field label.
Cash Adjustment Total	Displays the customer's accumulated unposted Cash Receipts Adjustment Total amount for each service, as well as, the grand total accumulated for all of the customer's services. Tip: To view the Cash Receipts Adjustments Edit Journal that contains the associated transaction details for the customer, click the Cash Adjustment Total field label.
Transaction Total	Displays the customer's accumulated unposted billing transaction total amount for each service, as well as, the grand total accumulated for all of the customer's services. Tip: To view the Billing Transaction Edit Journal that contains the associated transaction details for the customer, click the Cash Total field label.
Adjustment Total	Displays the customer's accumulated unposted Adjustment Total amount for each service, as well as, the grand total accumulated for all of the customer's services. Tip: To view the Adjustment Transaction Journal that contains the associated transaction details for the customer, click the Adjustment Total field label.
Open Total	Displays the customer's accumulated unposted Open Transactions Total amount for each service, as well as, the grand total accumulated for all of the customer's services. Tip: To view the Open Transaction Journal that contains the associated transaction details for the customer, click the Open Total field label.
Finance Total	Displays the customer's unposted Total Finance Charge amount for each applicable service, as well as, the grand total accumulated for all of the customer's services. Tips: This is handy when the customer calls; you can tell them how much they will owe. To view the Finance Charge Transaction Journal that contains the associated transaction details for the customer, click the Finance Total field label.