Billing History

The billing history charts in the Billing tab provide multiple views of the customer's billing history. The small chart at the bottom right of the Billing tab provides an at-a-glance view of up to the last six months of billing history. Each month has two bars:

  • Top bar: This bar can be segmented to show the billed amount for each service on the account.
  • Bottom bar: This bar represents the total ending balance for the month.

When you select the View more details link below this chart, the Billing History drawer opens, displaying a larger chart. In this view, the two bars are side by side. You can navigate through the available data using the date arrows above the chart.

In either view, you can select a bar to view details about the selected bill. The system opens the Bill Summary drawer. See View a Bill for additional information.

Using the Chart in the Billing History Section

To use this chart:

  1. From the Customer Intelligence Hub, select the Billing tab.
  2. In the Billing History section of the Billing tab, scroll down to view up to six months of billing history.
  3. Place your cursor over a bar to view dates, service types, and billing amount details.
  4. Select a bar to view billing details. The system opens the Bill drawer. For additional information about viewing billing details, see View a Bill.
  5. Select the X at the top of the drawer to close it and return to the Billing tab.

Using the Chart in the Billing History Drawer

To use this chart:

  1. From the Customer Intelligence Hub, select the Billing tab.
  2. In the Billing History section of the Billing tab, select the View more details link below the chart.
  3. In the Billing History drawer, use the < and > buttons above the chart to view the desired date range.
  4. Place your cursor over a bar to view dates, service types, and billing amount details.
  5. Select a bar to view billing details. The system opens the Bill drawer. For additional information about viewing billing details, see View a Bill.
  6. Click the X at the top of the drawer to close it and return to the Billing tab.

Parent topic: Using the Billing Tab