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| − | {{DISPLAYTITLE: Customer Details}}
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| − | = Overview =
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| − | To access this screen:
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| − | Nav: '''Customer > List'''
| + | =This Content Has Moved House= |
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| − | 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.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | 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.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| | + | [https://resources.emersion.com/display/EKB/Cost+Centre+Default+Key Take me to the Emersion Knowledge Base article] |
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| − | * Profile (Account Profile)
| + | [[file:new_home_sm.jpg|900px]] |
| − | * Delivery address
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| − | * Trading terms
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| − | * Early discount
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| − | * Late fee
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| − | * Late fee Invoice Ages
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| − | * Network Account Attributes
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| − | * Auto-Top Up Settings
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| − | * Cost Centre Default
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| − | * Xero Integration
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| − | * Jasper Configuration
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| − | * Access Fee Bulk Override Pricing
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| − | == Editing Customer Details ==
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| − | 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.
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| − | You can find the field definitions for this page in the [[Account/AccountCreation|article on how to create a customer]].
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| − | == Profile ==
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| − | The profile sub tab displays the customer's account profile.
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| − | Please refer to the [https://resources.emersion.com/display/EKB/Account+Profiles Account Profile help articles] on the EKB for more on account profiles
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| − | == Delivery Address ==
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| − | The Delivery Address sub tab is opened in EDIT mode where users can nominate a delivery address.
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| − | If the delivery address is the same as the address of the primary contact, tick the '''Same as Primary Contact''' box.
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| − | Otherwise, complete the address fields and when you are done, press '''Submit'''.
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| − | == Trading Terms ==
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| − | The Trading Terms tab displays the customer's trading terms.
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| − | Refer to our help on [https://resources.emersion.com/display/EKB/Trading+Terms trading terms] on the EKB for more on Trading Terms
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| − | == Early Discount ==
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| − | This sub tab shows the customer's configuration for an Early Payment Discount.
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| − | Refer to our help on [https://resources.emersion.com/display/EKB/Early+Payment+Discount the early discount feature] on the EKB for more.
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| − | == Late Fee ==
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| − | This sub tab shows any late payment fee the customer may incur.
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| − | Refer to our help on [https://resources.emersion.com/display/EKB/Late+Payment+Fee+on+Paid+Invoice the late payment fee for paid invoices] on the EKB.
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| − | == Late Fee - Invoice Ages ==
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| − | This sub tab shows any late payment fee the customer may incur.
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| − | Refer to our help on [https://resources.emersion.com/display/EKB/Late+Payment+Fee+On+Overdue+Invoice the late payment fee for overdue invoices] on the EKB.
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| − | == Cost Centre Default ==
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| − | This tab appears for service providers subscribing to the [[Cost_Centres|Cost Centre module]] and provides a way for users to apply the default cost centre(s) for a customer's account. Assuming the service provider has subscribed to [[Cost_Centres|cost centres]] the availability of this sub tab also relies on cost centre types being available to the customer in order for them to be set. See the Cost Centre help for further information.
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| − | Once the cost centre types are made available to the customer, each cost centre type can be set with a value, like this.
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| − | [[file:Cs-default-types-values-assigned.png]] | |
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| − | To change the value(s):
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| − | # Click the '''Edit''' button to put the page into EDIT mode.
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| − | # For each type of cost centre, select the value from the drop down list.
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| − | # Press '''Save''' to save the changes.
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| − | == Xero Integration ==
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| − | This tab relates to Xero Integration and appears for service providers who are subscribed to the [https://resources.emersion.com/display/EKB/Xero 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.
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| − | Please [https://resources.emersion.com/display/EKB/Associate+an+Emersion+Account+with+a+Xero+Contact refer to this article] to learn how to associate an Emersion account with a Xero contact.
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| − | == Access Fee Bulk Price Override ==
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| − | This tab relates to the application of the [[Product_Rate_Cards/Access_Fee_Discount/Access_Fee_Bulk_Pricing_Override|'''Access Fee Bulk Price Override''' feature]]. Please see the two articles below for detailed information on this feature.
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| − | * [[Product_Rate_Cards/Access_Fee_Discount|Access Fee Discounts (Tiered Pricing)]]
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| − | * [[Product_Rate_Cards/Access_Fee_Discount/Access_Fee_Bulk_Pricing_Override|Access Fee Bulk (Tiered) Pricing Override]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
