View a Snapshot

The snapshot of an account lists information such as remaining payments, payment performance, transaction history, and notes. Balance information can be viewed by clicking the Balances tab.

From the Account page, click the Snapshot tab, which is the default when the Account page opens. 

From here you can:

• Click More Details to expand the delinquency information, and then click the expander to view payment details.

• Click the Expand icon in the right column to view details about a specific payment. You can view the general ledger, print a receipt, or email a receipt from here.

• If the account is in Charge Off status, the charge off balances display at the top of the snapshot tab.

• Click a specific notes category number to view only that type of notes. The number outlines in black. To view all notes again, just click the same button.