Configuring account balance information

You can show customers their outstanding invoice balance in the Invoice List widget.

To use this feature, your ERP must send outstanding amount information in the SyncReceivableTransaction BOD. These xpaths must be used:
  • Due value must be published in ReceivableTransaction/ReceivableTransactionHeader/ReceivableAmount
  • Paid value must be published in ReceivableTransaction/ReceivableTransactionHeader/ReceivedAmount

To show customers their outstanding invoice balance, in the Business Center, assign the user to a role that has the Account Balance feature element enabled.