Billing Account Details

The Account Details section of the Account Details window displays important billing and account information. Over time, the customer's billing information may change, and the customer may wish to make changes to part of their billing information.

The Account Details section includes the following sub-sections:

  • View Billing Account Information — Includes account name including company name, account number, start date, account category, primary email, and preferred language.

  • Balance Information — Includes the state of the customer's charges and activities, including current balance, pending charges, and activity allowance.

  • Invoicing Information — Includes billing and invoicing details about the account, including bill cycle, next bill cycle run, responsible account, and payment term.

  • Customer Lifetime Value — Displays the total revenue on the account since the activation date. This section displays if the Customer Lifetime Value component has been enabled in the Menu Dashboard.

  • Number of Activities — Displays the customer's activities consumption for the current month and the last three months.This section displays if the Number of Activities component has been enabled in the Menu Dashboard.

  • Activity Billings — Displays the number of Activities for the current billing. This section displays if the Activity Billings component has been enabled in the Menu Dashboard.

  • Security Information and Account Verification — Includes account verification information.

Refer to the following topics for additional information about the Account Details section: