Viewing Financial Info for Enterprise Customer

Financial Info - includes the following:

• Payable - current balance in respect to Provider Company Invoices; instant balance is being calculated hourly on the basis of existing financial documents);
• Charges - Provider due amount (unpaid Invoices) differentiated by three categories: non-overdue Invoices total, overdue Invoices total, and cutoff charges (due, cut-off, and grace period ran out, Invoice was not paid, services suspended);
• Events - Statement (report on financial state of Enterprise Customer's Account) generation dates (last and next), and evaluation date (last Instant-Balance calculation date).
• Tax Exemption. Here you can enter the Tax Exemption Code for a given Enterprise Customer Account, set the Tax Exemption Code status, and manually assign the Tax Zone to the Account. Taxation can be set up in the Billing Manager as this described later in this Guide.

In addition, this screen includes info about Enterprise Customer discount (if assigned), credit terms, and Subscription renewal settings.

Finally, here you can adjust Enterprise Customer Account balance (create new Debit or Credit Adjustment). To this effect, click the New Adjustment button.