Customer 360 - Financial Activity

The Financial Activity Zone provides an overview of Usage and Billing, Financial History, and Payment Agreements linked to the account.

The Usage and Billing tab provides a graphical view of bills and metered usage. Use the Cost / Usage drop down to toggle between graphs. If the account is associated to multiple premises, use the Premise drop down to view a particular premise.

Note: Usage and Billing settings are configured by adding or changing the Billing and Usage Display Configuration. You can access the portal through Admin > General > Master Configuration.
The Financial History tab shows financial detail highlights and lists the account’s financial events including charges, payments, and adjustments in reverse chronological order. The financial details highlight section contains the following financial information about the account:

  • Current Balance

  • Last Bill

  • Next Bill Date

  • Autopay Source

  • Deposit Amount

  • Payoff Amount

  • Payoff Balance

  • Current Credit Rating

  • Next Credit Review Date

You can use the financial history grid to both view high-level information about these events and transfer to the respective page in which an object is maintained. Additionally, charge and payment events may be expanded for viewing additional details.

The Payment Agreements tab lists scheduled payments for the account’s active payment arrangements and/or pay plans, and whether the scheduled payment has been received.

The Credit & Collection tab appears when the customer in context is active in a collections, severance, overdue, cut, or write-off process. The tab contains a tree showing the respective process and associated events, along with badge insights alongside each node indicating its status.

Note: Refer to the C1-CollectionsSeveranceProcess, C1-OverdueCutProcessTree, and C1-WriteOffProcessTree tree definitions for more information about the Credit & Collections node definitions and hierarchy.