Revision as of 12:56, 6 July 2017

Overview

To access this screen:

Nav: Customer > List

Click on the ID of a customer. Click the Details tab. The Customer > Details tab provides a way for users to view and edit the main billing and account information for an end user.

There are the followimg customer detail sub tabs that may also be displayed. The appearance of these tabs will vary based on your company's subscription agreement with Emersion. Some tabs belong to optional modules.

• Profile (Account Profile)
• Delivery address
• Trading terms
• Early discount
• Late fee
• Late fee Invoice Ages
• Network Account Attributes
• Auto-Top Up Settings
• Cost Centre Default
• Xero Integration
• Jasper Configuration
• Access Fee Bulk Override Pricing

Editing Customer Details

To edit any of the account details in the main Customer > Details tab, click the Edit Account Summary button. When you are finished, press the Save Account Summary button.

You can find the field definitions for this page in the article on how to create a customer.

Profile

The profile sub tab displays the customer's account profile. To edit it:

1. Click the Edit Account Profile button.
2. Choose a different account profile.
3. Press Save.

Delivery Address

The Delivery Address sub tab is opened in EDIT mode where users can nominate a delivery address.

If the delivery address is the same as the address of the primary contact, tick the Same as Primary Contact box.

Otherwise, complete the address fields and when you are done, press Submit.

Trading Terms

The Trading Terms sub tab displays information pertaining to some of the billing settings for the customer.

To edit the trading terms, click the Edit Trading Terms button. When you are finished, press the Save Trading Terms button.

You can find the field definitions for the following fields in the article on how to create a customer.

• Invoice Due Days (named 'Trading Due Days' in the above article)
• Credit Limit ($)
• Unbilled Credit Alerts ($)
• Period Length Months (1-36)
• Align Pkgs To Acct

Other fields are:

Current Invoice Period

This is a read only field and displays the customer's current invoice period.

Trading Review Last

A field where users can enter a date for the trading terms was last reviewed. This can be used in reporting.

Next Review

A field where users can enter a date for the trading terms to be reviewed in the future. This can be used in reporting.

Early Discount

This sub tab shows the customer's settings for the Early Payment Discount feature.

To override the default settings, or change the settings for the customer, click the Edit button to put the page into EDIT mode.

Status

There are three status to choose from:

• Inherit means the early payment discount settings for the customer are being adopted from provider's default settings.
• Disable will not apply any early payment discount, regardless of the default settings.
• Enable will turn on the early payment discount feature. The user will then need to provide the additional information.

Configuration of these settings is covered in the article on early payment discount and late payment fees.

Late Fee

This sub tab shows the customer's settings for the Late Payment Fee (On Complete Payment of Invoice) feature.

To override the default settings, or change the settings for the customer, click the Edit button to put the page into EDIT mode.

Status

There are three status to choose from:

• Inherit means the late payment fee settings for the customer are being adopted from provider's default settings.
• Disable will not apply any late payment fee, regardless of the default settings.
• Enable will turn on the late payment fee feature. The user will then need to provide the additional information.

Configuration of these settings is covered in the article on early payment discount and late payment fees.

Late Fee - Invoice Ages

This sub tab shows the customer's settings for the Late Payment Fee (On Overdue Invoice).

To override the default settings, or change the settings for the customer, click the Edit button to put the page into EDIT mode.

Status

There are three status to choose from:

• Inherit means the late payment fee settings for the customer are being adopted from provider's default settings.
• Disable will not apply any late payment fee, regardless of the default settings.
• Enable will turn on the late payment fee feature. The user will then need to provide the additional information.

Configuration of these settings is covered in the article on early payment discount and late payment fees.

Xero Integration

This tab relates to Xero Integration and appears for service providers who are subscribed to the Xero Integration. This page enables users to assign a cost center to the customer. If there is no cost centre assigned, the name will be blank.

1. Click the Edit button to put the page into EDIT mode.
2. Select the account name from the list.
3. Press Save.

If the account name does not appear in the list, this could be for 2 reasons.

• The account is not created in Xero. Accounts must be created in Xero to appear in this list.
• The account has been created in Xero, but the list of accounts in Emersion has not been refreshed from Xero. To aid performance between the two systems, Emersion stores the list of Xero accounts in a cache and retrieves that list from the cache rather than sending a call to Xero every time. To refresh the list of accounts press the Refresh Xero Account Names List button before saving.

Access Fee Bulk Price Override

This tab relates to the application of the Access Fee Bulk Price Override feature. Please see the two articles below for detailed information on this feature.

• Access Fee Discounts (Tiered Pricing)
• Access Fee Bulk (Tiered) Pricing Override