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How to use the billing history grid in line of credit loans?

This part of the documentation explains how to use the Billing History grid in line of credit loans.

The Billing History grid contains detailed information in chronological order of all billings generated for this loan. You may use this grid to delete a billing a reprint a billing statement. To learn more read How to Reprint a Billing Statement.

To use the Billing History grid:

  • Click on the running Loan Servicing drop-down menu in the left panel of The Mortgage Office®.
  • Click the Loans drop-down menu.
  • Click Lines of Credit from the list that drops down.
  • From the Lines of Credit grid, select the loan you want to modify.

TIP: If the loan you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click FindSearch icon box Find to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.

  • Click edit Edit from the options available on the top panel or double-click the loan.
  • Click Terms from drop-down on Borrower page- Terms on the vertical menu on the left.
  • Within the loan Terms, click the Line of Credit tab.
  • Under the Billing Cycle section, click the Billing History hyperlink.
  • Below is a list of available functions:
Button:  Description: 
delete with button border outline Click to Delete a billing history entry. 
EXCEL with button border outline Click to Export the history records to Excel, and automatically download to your computer's Download folder.
GRID with button border outline Click to Customize the headings in the grid. 
REFRESH with button border outline Click Refresh to updates the contents of the grid.
select and print checks no border-1 Click to adjust the Past Due Amount

 

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