Viewing an account balance has never been easier with MediaOS. You can view individual or all balances at once with the Advertiser Balances report.
How to View an Individual Balance
- From the main, left-hand dashboard click Accounting.
- Select the account you wish to view.
- Click the Accounting tab from the gray bar beneath the account information.
- This will give you a list of invoices that have been created. It will show the status as Paid or Unpaid, as well as viewing the Invoice Total and Account Balance.
- Click View on the right-hand side of the invoice you’d like to view.
- This screen will give you all accounting details for this invoice and give you the option to contact the customer regarding their balance.
Using the Advertiser Account Balance Report
- Select Reports from the left-hand navigation panel.
- Choose Advertiser Balances from the Sales Management Section
- Select a date from the As of Date to see a list of open account balances as of that time period.
- View account balance.