Difference between revisions of "Account Management/Customer Screen/Details"
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Revision as of 17:23, 29 July 2016
Overview
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 6 sub tabs that may display based on your company's subscription to Emersion.
- Profile (Account Profile)
- Delivery address
- Trading terms
- Early discount
- Late fee
- Late fee Invoice Ages
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:
- Click the Edit Account Profile button.
- Choose a different account profile.
- 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.
