This revenue assurance report shows a list of all customer accounts that reached their critical balance and/or credit limit.
Reports > Revenue Assurance > Critical balances
The report shows current information as of the moment it is displayed.
The data table gives detailed information organized in the following columns:
- Account ID – the ID of the customer
- Name – the name of the customer
- Company – the name of the company
- Balance – the current balance of the account calculated based on all transactions except charges that occur on invoice generation
- Prorated balance – this is current balance (see above) plus all custom charges that occur on invoice generation, this allows you to monitor whether the balance/credit limit will be enough to cover all charges when the next invoice is issued
- Last Payment – the amount of the last payment received from the client
- Last Payment Date – the date when the last payment was received
For more details about the way custom charges are calculated and prorated please see “How to Create Custom Charges”
All columns can be sorted as needed, and the generated reports can be downloaded in .csv format or emailed.
Please note that this is the only report that shows the results in account currency.