Perform Service Actions in Hierarchy View

You can perform actions on services displayed in a hierarchy without navigating to each service window.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customers window, select an account to open the Customer Summary window.

Customer Summary Window
On the Customer Summary window, select an account on the Accounts tab to open the Account Details window.

Account Details Window
Click the Services tab and select a desired service in the Recurring Services section to open the Service Details window.

Account Details Window - Services Tab

NOTE: If you use the Avalara Communications Tax processor, the Recurring Services and One-Time Services tables will include a Tax Mode column showing how the service was configured for tax: Tax Exclusive, Tax Inclusive, or No Tax.
On the Services window, click the icon to open the hierarchy view.
Click the drop-down menu of the desired service and select the desired action.

Services Drop-down Menu

Refer to the following topics for more information about these actions:

Topic updated: 03/2024.