Account Overview Page
Use the Account Overview page to view information about the account, for example the address or billing information.
You can open the Assets page and view the assets that are associated with the customer account. You can also view the payment hierarchy for the account.
Viewing Accounts in the Account Hierarchy
You can view the account's payment hierarchy and display information about any of the accounts in the hierarchy.
The account hierarchy represents the payment hierarchy, which means that a parent account is responsible for the payment of its child accounts.
To view accounts in the account hierarchy:
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Click the Account Hierarchy icon.
The Account Hierarchy drawer opens and displays all the accounts in the hierarchy. If there is no payment hierarchy, a message appears that the hierarchy does not exist.
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If you want to expand the hierarchy, click Expand All.
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Click an account.
The information about the account appears on the Account Overview page.
Note:
You can close the drawer by clicking the Account Hierarchy icon again.