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How to View an Account's Simulated Charges & Payments
How to View an Account's Simulated Charges & Payments
Updated over a year ago

If you want to see an account's future charges & payments, you can view a simulated ledger from the billing simulation report.

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. In the Account search box, type the name of the person you would like to view.

  3. To the right of the "Account Name," click the Settings icon > Simulate Billing.

  4. Enter the simulation date.

  5. Click Start Simulation.

  6. The Simulated Ledger appears for the selected individual.

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