TAG LINE
SMALL TITLE

Account Settings

Last Updated: Aug 04, 2020

Account Settings are configured in Account / Overview / Settings

Overview

From the Settings tab you can configure billing, invoicing, taxing and other account settings. The available options will be detailed below.

Settings Panel

The Settings panel to the left allows you to select billing, account and tax settings. Clicking on any of these items will show the current account configuration for each group of settings.

Edit Settings Panel

The information in this panel reflects the settings you have selected. From here you can modify account settings (note: fields with a red left border are required, fields with purple text are read-only and cannot be modified).

Billing Settings

  • Accounts Receivable Term: this field allows you to select the AR Terms that are applicable to the account. AR terms dictate when payment is due and what actions to execute if payment is overdue (send an email, apply a late fee, suspend the account, etc.)

  • Currency: the currency that will be used when displaying amounts on the account (the account balance, transactions, invoice charges, etc.)

  • Bill Group: the bill group the account belongs to. Bill groups define billing settings such as initial bill day set when the account is created and the default invoice template to use when invoicing the customer. If you set another account to be billed for this account's subscription and usage charges then this setting will be disabled

  • Bill Day: the date when subscription (account-package) charges will be billed. This setting will switch to read-only when a package is added to the account or if another account is configured to be billed for subscription charges

  • Usage Bill Day: the date when usage charges (data, messaging, airtime, etc.) will be billed. This setting will switch to read-only when a package is added to the account or if another account is configured to be billed for usage charges

  • Invoice Delivery: defines how invoices will be delivered for this account and the invoice appearance/layout. If you set another account to be billed for this account's subscription and usage charges then this setting will be disabled

  • Subscription Charges - Account to Invoice: this setting allows you to select another account that will be invoiced for this account's subscription charges. This setting will switch to read-only when a package is added to the account

  • Usage Charges - Account to Invoice: this setting allows you to select another account that will be invoiced for this account's usage charges. This setting will switch to read-only when a package is added to the account

Account Settings

  • Account Name: the name of the account. This value must be unique

  • Display Name: a friendly name that can be shown on reports and invoices. Whether or not this name appears on invoices depends on how invoices have been configured

  • Account Status: the account status (active, canceled, etc.). The behavior of the statuses listed here will depend on how these statuses have been configured. For example, a status named 'Enabled' could be configured as billable and changeable, meaning that account-packages can be added, modified and are billable while the account is in the Enabled status. An account status can be configured to be non-billable (for instance a 'Prospect' status could be setup this way) or a status can be configured to prevent changes so that account-packages or account-services cannot be added. Switching an account to a status that has a back end configuration of 'canceled' will permanently cancel the account, preventing it from being switched to any other status

  • Account Type: the type of account (partner, corporate, enterprise, etc. depending on what types your organization has setup). No system functionality is driven based on the account type, this value is used to classify accounts, primarily for reporting purposes

  • Rate Plan: a rate plan which contains usage rates that can be setup here at the account level. This rate plan will only be used if a rate plan is not found at a lower level (e.g. if a rate plan with applicable usage rates is found on an account-package that the usage relates to, the package's rate plan will be used instead of the rate plan configured here at the account level)

  • Company: the company the account relates to. If no company has been set you can type in this field to search for a company configured in the system and then select the desired company from the search results

Taxes

  • Tax Category: classifies the account to determine how to tax it (business, residential, etc.). During taxation only tax codes with a matching account tax category will be selected from to determine which tax rates should be applied

  • Tax Exempt Level: the options here allow you to exempt all or specific taxes (state, federal, etc.) when transactions are added to the account. Specific exemption levels (federal, state, county, local) only apply when these details are present on the applicable tax rates (i.e. when an external tax vendor such as AvaTax is calculating taxes). If another account is being billed for this account's subscription or usage charges then these exempt settings will still be observed when charges are applied to the invoiced account.