Select a Billing Account in the View Account Details screen

TABLE OF CONTENTS

• Introduction
• Select a Billing Account in the View Account Details screen

Introduction

Before you can view account details for bill payer in the View Account Details screen you have to select the bill payer.

Select a Billing Account in the View Account Details screen

1. Go to Fees>Sales Analysis>View Account Details. The initial view is with no account details loaded.
2. Use the Select Contact button to open the selector screen.
3. Use the Search on function to find the correct billing account. You can use the View Pupils button to confirm you have the correct contact.
4. Select the Billing Account followed by the Select Contact confirmation button at the bottom of the screen.
5. The selector screen will now close, and the main View Account Details will show all the transactions for the selected account.

Note: For more information on working with the View Account Details screen, please see the Engage Fees Collections guide (Sales Analysis section).