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Transactions - Screen Overview

Transactions

Screen Code: arlathi

This screen helps to view the transaction history for the customer account number with a date modified order.

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You can also view the transaction summary and the transaction history for the account with a service total summary and aging information. The summary information displays - Total Due, Current Due,30-60 Days,60-90 Days, 90 Plus Day, Aged Date, Cycle, and Status.

It has the following parameters:


Field


Description


Total Due


Cumulative total outstanding for the customer account


Current Due


Invoice balance that is due within 0-30 days.


30-60 Days


Invoices that are 31 to 60 days past their due date.


60-90 Days


Invoices that are 61 to 90 days past their due date.


90 Plus Day


Invoices that are more than 90 days past their due date.


Aged Date


Length of time an invoice has been outstanding.


Cycle


Billing cycle the account is assigned to.


Status


Account Status (e.g I - Inactive, A-Active)


Date


Transaction Date


Type


Transaction Type (e.g Charge, Payment)


Burglary
FIRE
Dispatch
Wireless


Service code description for the service opted by the customer.


Tax


Tax amount for the bill


Other


Other charges if any


Non-A/R


Non-Account Receivables amount


A/R Total


Account Receivables total


Balance


Balance against each transaction type.

Right-click any records to perform the following actions:

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  • Inquire - To view the Work with Transaction Detail page (arlathi2)
  • Email Transaction to customer - To send an email to the customer on the transaction details.
  • Display payment images - To view the payment-related images such as checks etc.
  • Documents - To view documents related to the transactions.
  • Printable Version - To view the printable version of the screen.
  • View/Email Invoices - To view and send email invoices for the transaction to the customer’s Email ID.

Version 1.1

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