Using Debt Scorecards
When you access the Debt Summary drawer, there are several scorecards that appear at the top of the screen. These scorecards provide you with an at-a-glance view of important debt details. The scorecards that are displayed vary, depending on whether you access the Debt Summary drawer from the Account 360 view or from a specific billing account.
These are the scorecards that are displayed in the Debt Summary drawer:
- Total amount in collections: This scorecard displays the total amount that is currently in the collections process. If you are on the Account 360 view when you access the Debt Summary drawer, this amount is the total amount associated with all of the billing accounts that are associated with the account. If you are on a billing account when you access the Debt Summary drawer, the amount represents only the amount in collections for the selected billing account.
- Last payment: This scorecard displays the amount of the last payment received towards the amount in collections. You can click on this scorecard to display the table view of the account debt in the Debt Breakdown section of the screen.
- Billing account credit rating: This scorecard displays the credit rating of the selected billing account. This scorecard appears only when you access the Debt Summary drawer from a specific billing account.
- Billing account credit rating range: This scorecard displays the credit rating range of all associated billing accounts that are currently in collections. This scorecard appears only when you access the Debt Summary drawer from the Account 360 view.
- Added to collections: This scorecard displays the date that the most recent billing account was added to the collections process. If only one billing account was recently added, the billing account ID is displayed on the scorecard. If multiple billing accounts were added to collections on the same date, the scorecard displays the number of billing accounts that were added to collections on that date. This scorecard appears only when you access the Debt Summary drawer from the Account 360 view.
Parent topic: Managing Account Debt