---
title: "How To Guide: Customer - Billing Tab"
url: "https://help.psarev.io/en/article/how-to-guide-customer-billing-tab"
language: "en"
last_updated: "2025-10-07T14:53:19.448Z"
---

# How To Guide: Customer - Billing Tab

1. Introduction

![1](https://export.supademo.com/renders/j0s7louyms/out.png)

2. Let's start by clicking the **Billing** tab on the customer.

![2](https://export.supademo.com/renders/oh0jxry829/out.png)

3. Click on the **Invoices** tab.

![3](https://export.supademo.com/renders/sqzlfydqlb/out.png)

4. All the invoices created for this account will display here. You can use the **Arrange** button on this screen to change the *order* of the fields in the grid and *show* or *hide* *field columns*.

![4](https://export.supademo.com/renders/fgj3w8bfpb/out.png)

5. Clicking the 3 dot icon on the right of an invoice record allows you to *view*, *download* or *email* the invoice.

![5](https://export.supademo.com/renders/82ym0zvzp0/out.png)

6. Also notable is the **Recent Invoice** modal that persists regardless of what screen you are on when viewing a customer account.

![6](https://export.supademo.com/renders/agg3rfrf0l/out.png)

7. Clicking on the **Unposted** tab will display any charges or credits that have not yet been sent to a customer on an invoice.

![7](https://export.supademo.com/renders/bzhlot83pg/out.png)

8. This screen has an **Arrange** button you can use to change the order of the fields displayed and also allows you to search for specific items using the **Search** functionality.

![8](https://export.supademo.com/renders/lrx4h7bfjj/out.png)

9. This is the area where you can see any charges or credits that will be included on the next invoice that is created for the customer.

Clicking the 3 dot icon allows you to view the detail of that charge or credit.

![9](https://export.supademo.com/renders/03m2o741cu/out.png)

10. The details screen will show details of the item, including the *price*, *quantity*, *cost*, *product type*, and *tax amount*.

Click the **Back** button to return to the previous screen.

![10](https://export.supademo.com/renders/nh145cz8m0/out.png)

11. To add a one-off onetime charge, you can click the **New** button at the top and then select **Charge**.

![11](https://export.supademo.com/renders/6eeo9ny5av/out.png)

12. Enter the information for the charge and click the **Save** button to create the charge.

The charge will then be displayed on the *Unposted* tab until it is included on an invoice.

![12](https://export.supademo.com/renders/zwakhxclpw/out.png)

13. Choosing the **Credit** option from the **New** button is similar to creating a charge.

![13](https://export.supademo.com/renders/28fs2va5zk/out.png)

14. The only difference is that the **Mark as Credit** option is checked by default when you select the *New Credit* option.

![14](https://export.supademo.com/renders/87sgn1jnmm/out.png)

15. The next tab is the **Payment History** tab. This screen will show all payments posted to the account.

![15](https://export.supademo.com/renders/rsm08lh04o/out.png)

16. Similar to other screens, you can search for specific payments using the **Search** feature, or use the **Arrange** button to customize the fields in the grid view.

![16](https://export.supademo.com/renders/b11t06fnoe/out.png)

17. The details of each payment display here.

Clicking the 3 dot icon allows you to use the **Bounce** option to handle checks returned for non-payment.

![17](https://export.supademo.com/renders/7t1s8bfpcc/out.png)

18. Bounced checks will be tagged as **Bounced**.

![18](https://export.supademo.com/renders/5k3e4alqnt/out.png)

19. After bouncing a check, you will see both the **adjustment** to add the bounced check amount back to the account as a charge, as well as any configured **Returned Check Fee** on the *Ledger* tab.

The system will immediately create a "**bounce bill**" with the reversing charge and the fee to send to the customer. You can see that bounce bill immediately on the *Invoices* tab with all the other invoices.

![19](https://export.supademo.com/renders/60bsn902rc/out.png)

20. To add a manual payment, click the **New** button at the top and then select **Payment**.

![20](https://export.supademo.com/renders/hjgebnwex7/out.png)

21. Enter the payment information and click the **Save Payment** button.

The payment will display on the *Payment History* tab once saved.

![21](https://export.supademo.com/renders/193q839gc8/out.png)

22. The **Payment Accounts** tab will display any *electronic payment accounts* held on file for the customer.

![22](https://export.supademo.com/renders/4tf8ugf9na/out.png)

23. From here, you can add a *credit card* or *bank account* to make payments.

You can also enroll a customer for *autopay* or manage that autopay functionality from this screen.

All of this information will display here with the appropriate security controls in place once accounts are added.

![23](https://export.supademo.com/renders/ijioh9998b/out.png)

24. Lastly, the **Ledger** tab displays a running view of all activity from a monetary perspective on the account.

![24](https://export.supademo.com/renders/fnqq1oh8im/out.png)

25. You have the same **Search** and **Arrange** functionality on this grid view as other screens.

All records of *credits*, *debits*, *fees*, *payments,* and *invoices* display on this screen for the duration of the customer account.

Clicking the 3 dot icon and selecting *View* will display the detail of the charges and credits.

![25](https://export.supademo.com/renders/urfisby2tv/out.png)