- Contents
Template
Account State Card
The Account State card displays information regarding the state of the account.
[Account Number]: Unique code that the client assigned to identify the account.
[Client]: Code that identifies the client, and the client's name. If the client's name exceeds 20 characters, you can rest your mouse on the name to see the full name.
[Status]: Status of the account. The status displays with a blue background for active accounts and a red background for closed accounts.
The card may also display the following information:
-
Whether the account is residential or business.
-
Last payment amount and date.
-
Whether the system or a user canceled the account, and if so, the date and reason.