📢 Announcement: Xponent JO, Bill Explainer, Payment Reminder, Communications Control, and Batch Communications Engine August 2026 (26.2) Release Notes are now available.

Balance Forward

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This widget allows users to configure how balance-related information is displayed based on different billing scenarios, ensuring clarity and accuracy. Users can configure the following elements to tailor the display of balance-related details.

Illustration: Allows enabling or disabling visuals for better representation.

Title: Defines how balance information appears, with dynamic variables for customization. Titles can be customized to reflect specific situations:

  • Zero - No balance, your account is up to date.

  • Credit - You have a credit of Credit from your last bill.

  • Credit Due - You have a balance of Credit from the previous bill.

  • Due - You have a balance due of Credit from your previous bill.

  • Past Due - You have a past due balance of Credit.

Labels and Balance Information

Labels: Users can customize how balance-related terms appear to ensure clarity in previous or remaining balance:

Balance Label: Defines how the remaining balance from the previous bill is displayed, such as “Balance Forward”, indicating the amount carried over to the next billing cycle.

Previous Balance Label: Specifies how the total balance from the last bill is shown, such as “Previous Balance”, representing the starting balance before payments and adjustments.

Balance Information: Users can update the title and description to clarify balance calculations.

Note

 Generative AI can be utilized to craft personalized and user-friendly explanations, ensuring that billing updates are clear and easy to understand.