About the Account Bar

When you open a customer account, the account bar appears at the top of the page. This area displays the following account information:

  • Contact.

  • Account number.

  • Security hint and answer.

  • Account status if an account is closed or inactive.

  • Billing cycle for the account, or if the account has multiple bill units, the selected bill unit.

  • If the account is in collections, the number of days past due, the minimum payment required, the last action performed, and the next action scheduled for the account.

  • If the account is a member of an organization hierarchy, the hierarchy type.

  • (Optional) The three-letter abbreviation of the currency used with the account, or if the account has multiple bill units, with the bill unit.

Related Tasks

Finding an Account