Portal activity

In Billing and Receivables Portal, customer representatives can add, update account information, and view their account activity on the Activity tab.

View and search for information in these tabs:

• Item History

  Create a report or chart that lists an item's history based on cost or quantities.

• Payments

  View payments that have been processed.

• Invoices

  Inquire on paid invoices and invoices that are still in process.

• Orders

  Place orders, copy from previous or standard orders, and offer sales quotes.

• Returns

  Return customer orders.