Billing account balances

The Manage Account page shows three summary balances to the right of the customer name and address fields at the top of the page. To view more detailed information, click the View All Balances link on the Transactions tab, or in the Quick Links panel on the Summary tab.

MAP Balances

The MAP balances are the three summary balances at the top of the page, to the right of the name and address fields.


Balance	Description
Current	This is calculated by subtracting the past due balance from the total balance. It includes all non-past due balances, both billed and unbilled, including pending charges, penalties, account adjustments, one-off charges, CDR fees, deposit charges, and deposit adjustments; plus overpayments and paid deposits.
Past Due	This is the sum of all past due billed balances, past due pending balances, and past due unpaid deposits.
Total	This is the sum of all active and pending transactions. It does not include paid deposits.

All Balances InfoViewer

When you click the View All Balances link on the Manage Account page, the All Balances InfoViewer opens, showing all current balances for the account. The Account Balances tab shows a breakdown of current balances, and the Bill Type Balances tab shows balances broken down by bill type. The Account Balance field at the bottom of the Account Balances tab shows the grand total balance for the account, including all account transactions and deposit transactions. Because it includes unpaid deposit demands, the account balance only reflects a final "payoff amount" or "refund amount" if the active deposit amount is $0.00.

Active Balances

This table describes each balance that is displayed under Active on the Account Balances tab of the All Balances InfoViewer:


Balance	Description
Current	Sum of principal, discount and surcharge transactions that are unbilled or have a due date greater than or equal to today.
Past Due	Sum of billed principal, discount and surcharge transactions where the due date is less than today.
Penalty	Sum of transactions for penalty and penalty interest. Penalty and penalty interest transactions are identified by transaction designators 8 and 9, respectively.
Adjustment	Sum of transactions for account adjustments. Account adjustments are identified by transaction designator 1.
Overpayment	Sum of transactions for overpayments. Overpayment transactions are identified by transaction designator 6.
Deposit	This is the unpaid/unmet deposit demand. Deposit transactions are identified by transaction designator 3.
Total	This is the active balance on the account. It includes all unbilled and billed charges that are not pending, as well as deposit charges and account credits such as overpayments and account adjustments. Sum of Current, Past Due, Penalty, Adjustment, Overpayment, and Deposit.

Pending Balances

This table describes each balance that is displayed under Pending on the Account Balances tab of the All Balances InfoViewer:


Balance	Description
Arrangement	Sum of transactions for line items where the most recent pending state is Arrangement.
Bankruptcy	Sum of transactions for line items where the most recent pending state is Bankruptcy.
Budget Billing	Shows the current variance if the account is on a budget billing plan.
Collections	Sum of transactions for line items where the most recent pending state is Collections.
Dispute	Sum of transactions for line items where the most recent pending state is Dispute.
Lien	Sum of transactions for line items where the most recent pending state is Lien.
Total	Sum of the Arrangement, Bankruptcy, Budget Billing, Collections, Dispute, and Lien balances above.

Aging Balances

The Aging balances on the Account Balances tab show the sum of billed balances for the account, broken down by aging block as defined in Aging Blocks Setup. Each aging block is defined by a minimum number of days past a charge's bill date, such as 30, 60, 90, and 120 days. In that case the first aging block would include charges that are at least 30 days, but less than 60 days past their bill date. The second block would include charges that are at least 60 but less than 90 days past their bill date, and so on.

Deposit Balances

This table describes each balance that is displayed under Deposit on the Account Balances tab of the All Balances InfoViewer:


Balance	Description
Paid	Amount of the security deposit being held by the agency. Sum of deposit payment, payment adjustment, apply, refund, and transfer transactions on the account.
Interest	Not used. This field is intended for future development.
Total	Total of all deposit transactions.