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Account Settings Screen

Last Updated: Jun 22, 2021

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. If the Customer Portal has been enabled then portal settings will also be available in this section. 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 day of the month 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 day of the month 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 the selected account’s 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. Splitting an invoice (subscription charges to one account, usage charges to another account) is not currently supported

  • 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. Splitting an invoice (subscription charges to one account, usage charges to another account) is not currently supported

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 settings can be modified and account-packages 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 provides usage rates 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, the package's rate plan will be used instead of the rate plan configured here at the account level)

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 and usage charges then these exempt settings will still be observed when charges are applied to the invoiced account

Customer Portal

This section will not appear if the customer portal is not enabled under the Owner Configuration. The actions the user can perform in the portal will also be determined by the Customer Portal settings under the Owner Configuration.

  • Enable Customer Portal User: enables customer portal access for an invoicer account. Account’s which do not receive their own invoice cannot setup a portal user

  • Username: the username that will be used to access the portal

  • Email: the email address that will be used to email the user in order to setup their portal password. This address is also used in the event the user clicks the ‘forgot password’ function in the portal. If the email address is changed and saved on this screen then another password reset email will be sent to the new address

  • First Name: the first name of the user which will be displayed in the portal

  • Last Name: the last name of the user which will be displayed in the portal

  • Time Zone: the time zone that will be reflected in the portal

  • Locale: determines the currency symbol to display in the portal