The General Information area on the Account tab contains standard account settings such as renewal month, billing contact, billing notes, preference for output and a field displaying an automatically updated balance
Figure 5-1 General Information area when using integrated billing
The Current Balance displays the sum of all invoices and payments recorded. Balances displayed in red indicate an amount owed. Balances displayed in black indicate payments that meet or exceed current invoice totals.
Voluntary fees, if any exist, will not be included in the Current Balance but will display separately next to the balance amount.
(QuickBooks Integration only) Balances will display the word UNKNOWN when integrated with QuickBooks but an update of the balance has not taken place yet. Click Refresh QuickBooks data to update the account balance for this member. The connection to QuickBooks must be functioning properly for the balance to refresh. See “Verify connectivity between QuickBooks and your software”.
Figure 5-4 Unknown balance