Billing and Adjustment Summary

The Billing and Adjustment Summary zone displays the billing and adjustment summary of the account. It appears when you are viewing the 360° information of a person whose person type is neither Parent Customer nor Bill Group. It contains the following sections:

• Quote Billed Balance - Displays information about the account's billed balance. It contains the following fields:

  Field Name	Field Description
  Past Due Billed Balance	Displays the sum of open financial transactions of the account that are listed on a bill with a past due date.
  Future Due Billed Balance	Displays the sum of open financial transactions of the account that are listed on a bill with a future due date.
  Quote Billed Balance	Displays the sum of past due billed balance and future due billed balance.

• Future Adjustments and Retroactivity - Displays information about the account's future adjustments and retro activities. It contains the following fields:

  Field Name	Field Description
  Future Adjustments	Displays the sum of adjustment financial transactions of the account which are swept onto the next bill.
  Future Retro Terms (Credits)	Displays the sum of canceled bill segment financial transactions of the account which are presented on the next bill.
  Future Retro Adds (Debits)	Displays the sum of membership premium billable charges which are not yet billed to the account. Note: The data appears in this field when the values are defined for the Premium Amount SQI and Coverage End Date SQI option types in the C1-BILLADJSQ feature configuration.
  Future Balance with Adjustments & Debits/Credits	Displays the sum of quote billed balance, future adjustments, future retro terms (credits), and future retro adds (debits).

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