/
Relationship Info

Relationship Info

This is the first page that will always be displayed when a Relationship is selected.

The following information is displayed on the Relationship Info page.


Key terms

Logo - A logo or image that represents the company in the relationship.

Relationship name - The name of the relationship. This name usually contains a customer or vendor name. Click the relationship name.

Website - Typically, the customer’s company website.

Account Number - An optional field to help identify the customer or vendor.

Time zone - Typically, the time zone of the company’s corporate headquarters.

Address - Typically, the corporate headquarters address of the company in the relationship.

Primary phone number - Displays the phone number of the company’s primary contact.

Current balance - The real-time balance for the Relationship. For Customer Relationships a positive balance indicates how much money is owed to the Subscriber and a negative balance indicates how much available credit the customer has left. For Vendor Relationships a positive balance indicates how much money the Subscriber owes the Vendor a negative balance indicates how much available credit the Subscriber has left.

Last modifier - Displays the time when the most recent change to the relationship was made and the username of the person that made the change.

Billing cycle - Displays the billing cycle used for invoicing. The format for a Billing Cycle is XXNYY where XX is the number of days between invoices, N is “Net Due In”, and YY is the number of days after the invoice date when payment is due.

Trunk Groups - Displays the number of Trunk Groups in the relationship.

Last Invoiced - Displays the most recent date an invoice was generated in the relationship.

 

Related content

All (Relationships)
All (Relationships)
More like this
Add Relationship
Add Relationship
More like this
Update Relationship
Update Relationship
More like this
Invoicing
Invoicing
More like this
Relationship Main Page
Relationship Main Page
Read with this
Invoicing Settings
Invoicing Settings
More like this