Use this procedure to close out zero balance accounts to avoid printing statements for these accounts. Perform billing maintenance prior to running statements/invoices to ensure clean transaction details for the customer.
- From the main menu, select Account Billing Billing Maintenance.
The Billing Maintenance screen displays. View field definitions.
|Major Account #||Major account number of zero balance account.|
|Major Account Name||Major account name of the zero balance account.|
|Account Balance||Account balance.|
|Select||Hyperlink used to display the Major Account Detail screen.|
- Click the Select hyperlink on the account you want to clear.
Review the Major Account Detail screen. View field definitions.
|WinDSS #||Transaction numbers in the POS.|
|Trans Date||Transaction date for each transaction.|
|Customer #||Customer account number.|
|Customer Name||Customer's name.|
|Student ID||Student ID number on the account.|
|Trans Type||Transactions type in POS.|
|Orig Amount||Original transaction amount.|
|Pay Amount||Payment amount.|
|Remaining||Balance of the account transaction.|
|Select All||Select each transaction that you want to close. To select all transactions listed, click the Select All checkbox.|
|Orig Amount Totals||Total of the Orig Amount column.|
|Pay Amount Totals|
Total of the Pay Amount column.
|Remaining Totals||Total of the Remaining Totals column.|
- Click the Close Transactions button to close all selected transactions.