Account Management/Customer Screen/Details
Contents
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:
- 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.
For trading terms, users need to provide a number (1-28) and a method (drop down). The complete help for Trading Terms is located on the Emersion Knowledge Base.
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.
Cost Centre Default
This tab appears for service providers subscribing to the 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 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.
Once the cost centre types are made available to the customer, each cost centre type can be set with a value, like this.
To change the value(s):
- Click the Edit button to put the page into EDIT mode.
- For each type of cost centre, select the value from the drop down list.
- Press Save to save the changes.
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.
- Click the Edit button to put the page into EDIT mode.
- Select the account name from the list.
- 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.
