The Account Overview screen acts as a dashboard for a customer's account.
Getting Here: Click Account > search for and select an account
Upon searching for and selecting an account, select Account Overview from the left navigation to display the Account Overview screen.
Refer to the below screenshot and corresponding descriptions to get a better understanding of the Account Overview screen.
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| Account Details: Displays overview information about the account holder, including the account holder's name, address, contact information, account creation date, account start date, tax information, legal entity assignment (if enabled for the client), and whether a balance is due on the account. |
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| Balance Details: Displays a list of balances for each plan instance. Selecting a link from the Master Plan Name column displays the Master Plan Instance Details screen. |
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| Recent Invoices: Displays a list of recent invoices for the account. Selecting a link from the Inv. No. column displays the Invoices screen. |
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| Recent Payments: Displays a list of recent payments that were made against the account. Selecting a link from the Payment No. column displays a list of invoices for the account. |
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| Expand/Collapse Sections: Clicking any of the orange bars on the Account Overview screen collapses that section. Clicking any of the gray bars expands that section. |
