• Instructions
• Profile
• Customer Information
• Monthly Recurring Fees
• Rebates
• Charge Adjustments
• Custom Charges
• Transactions

Instructions

The Account Details section is divided into subsections which allow you to access and edit all of a customer's information.

Profile

To view an account, start a search and select an account. By clicking on a customer, you can view and edit the customer's information.

Customer Information

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Monthly Recurring Fees

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Rebates

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Charge Adjustments

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Custom Charges

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Transactions

A history of Invoices and Payments is also accessible for each customer. You may re-send the invoices if a customer requests it. You can also view the history of payment transactions that were collected and authorized or nonauthorized.