Understanding Balances & Unapplied Payments
A customer balance comes from the posted activity on that customer's account.
How activity affects a balance
- Posted Charges increase what the customer owes.
- Payments reduce what the customer owes when they are applied appropriately.
- Payment allocations show which invoice or billing document received the payment.
Unapplied payments
Some or all of a payment may remain unapplied when it has not yet been assigned to an eligible invoice or document. That unapplied credit remains associated with the customer until it is allocated or otherwise handled through a supported workflow.
Where to review balances
Customer Inquiry is the main place to review detailed Charges, Payments, allocations, reversals, and running account activity. Customer Balances provides a summary view.