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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 Management/Account Profiles|account profile]]. To edit it:
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| − | # Click the '''Edit Account Profile''' button.
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| − | # Choose a different account profile.
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| − | # Press '''Save'''.
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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 sub tab displays information pertaining to some of the billing settings for the customer.
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| − | To edit the trading terms, click the '''Edit Trading Terms''' button. When you are finished, press the '''Save Trading Terms''' button.
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| − | You can find the field definitions for the following fields in the [[Account/AccountCreation|article on how to create a customer]].
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| − | * Invoice Due Days (named 'Trading Due Days' in the above article)
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| − | * Credit Limit ($)
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| − | * Unbilled Credit Alerts ($)
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| − | * Period Length Months (1-36)
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| − | * Align Pkgs To Acct
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| − | Other fields are:
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| − | ;Current Invoice Period
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| − | This is a read only field and displays the customer's current invoice period.
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| − | ;Trading Review Last
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| − | A field where users can enter a date for the trading terms was last reviewed. This can be used in reporting.
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| − | ;Next Review
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| − | A field where users can enter a date for the trading terms to be reviewed in the future. This can be used in reporting.
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| − | == Early Discount ==
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| − | This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|Early Payment Discount]] feature.
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| − | To override the default settings, or change the settings for the customer, click the '''Edit''' button to put the page into EDIT mode.
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| − | ;Status
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| − | There are three status to choose from:
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| − | * '''Inherit''' means the early payment discount settings for the customer are being adopted from provider's default settings.
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| − | * '''Disable''' will not apply any early payment discount, regardless of the default settings.
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| − | * '''Enable''' will turn on the early payment discount feature. The user will then need to provide the additional information.
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| − | Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
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| − | == Late Fee ==
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| − | This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees#Late_Payment_Fee_On_Complete_Payment_of_Invoice|Late Payment Fee (On Complete Payment of Invoice) feature]].
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| − | To override the default settings, or change the settings for the customer, click the '''Edit''' button to put the page into EDIT mode.
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| − | ;Status
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| − | There are three status to choose from:
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| − | * '''Inherit''' means the late payment fee settings for the customer are being adopted from provider's default settings.
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| − | * '''Disable''' will not apply any late payment fee, regardless of the default settings.
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| − | * '''Enable''' will turn on the late payment fee feature. The user will then need to provide the additional information.
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| − | Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
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| − | == Late Fee - Invoice Ages ==
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| − | This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees#Late_Payment_Fee_On_Overdue_Invoice|Late Payment Fee (On Overdue Invoice)]].
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| − | To override the default settings, or change the settings for the customer, click the '''Edit''' button to put the page into EDIT mode.
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| − | ;Status
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| − | There are three status to choose from:
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| − | * '''Inherit''' means the late payment fee settings for the customer are being adopted from provider's default settings.
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| − | * '''Disable''' will not apply any late payment fee, regardless of the default settings.
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| − | * '''Enable''' will turn on the late payment fee feature. The user will then need to provide the additional information.
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| − | Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
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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 [[Integrations/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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| − | # Click the '''Edit''' button to put the page into EDIT mode.
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| − | # Select the account name from the list.
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| − | # Press '''Save'''.
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| − | If the account name does not appear in the list, this could be for 2 reasons.
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| − | * The account is not created in Xero. Accounts must be created in Xero to appear in this list.
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| − | * 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.
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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.
