--- title: Account Settings Screen description: "**Last verified with:**10.8.6.0 Account Settings are configured in Account / Overview / Settings ## Overview The Account Settings screen is the entry point for account-level configuration areas such as billing, account identity, tax settings, customer-portal settings, and invoice-discount settings. The…" url: "https://learn.logisense.com/docs/333251817/" updated: "2026-04-01" category: Accounts tags: - "lsb-screen-help" --- # Account Settings Screen **Last verified with:**10.8.6.0 Account Settings are configured in Account / Overview / Settings ## Overview The Account Settings screen is the entry point for account-level configuration areas such as billing, account identity, tax settings, customer-portal settings, and invoice-discount settings. The screen uses a settings list on the left and loads the selected settings editor on the right. The main settings areas available from this screen are: - **Billing** - **Account** - **Taxes** - **Customer Portal** - **Invoice Discounts** ## Settings Panel The Settings panel on the left lists the available settings areas for the current account. Select one of these items to load that configuration section on the right. ### Available Settings Areas - **Billing**: Opens the billing settings for the account. - **Account**: Opens the account identity and account-level commercial settings. - **Taxes**: Opens the account tax configuration. - **Customer Portal**: Opens the customer-portal settings when portal access is available for the account. - **Invoice Discounts**: Opens invoice-discount settings for the account. ## Edit Settings Panel The panel on the right changes based on the settings area selected in the Settings panel. ### Billing Settings The **Billing** settings area is used to manage invoice and billing-cycle behavior for the account. This section includes settings such as: - **Accounts Receivable Term**: Defines the receivables terms that control when payment is due and what follow-up rules may apply after the due date. - **Currency**: Defines the account currency used for billing, invoicing, and pricing context. - **Bill Group**: Assigns the account to the bill group that controls billing-cycle behavior and related defaults. - **Invoice Delivery**: Defines how invoices for the account are delivered and which invoice-delivery configuration applies. - **Bill Day**: Sets the day of the billing cycle used for subscription-style billing on the account. - **New Bill Day**: Stores a pending bill-day change that takes effect in a later billing cycle rather than immediately. - **Usage Bill Day**: Sets the day of the billing cycle used for usage billing on the account. - **New Usage Bill Day**: Stores a pending usage bill-day change that takes effect in a later billing cycle. - **Subscription Charges - Account To Invoice**: Identifies the invoicer account that should receive subscription charges for this account when invoicer billing is used. - **Usage Charges - Account To Invoice**: Identifies the invoicer account that should receive usage charges for this account when invoicer billing is used. - **Default Gateway**: Sets the default payment gateway used for billing-related payment behavior when that configuration is available. - **Default Merchant Account**: Sets the default merchant-account selection used with compatible payment-gateway configurations. Some billing changes can trigger confirmation prompts, such as changing bill-day values or making changes that affect customer-portal eligibility. ### Account Settings The **Account** settings area is used to manage the account identity and account-specific commercial settings. This section includes settings such as: - **Account Name**: The primary account name used throughout the application. - **Display Name**: An alternate display label that can be used in customer-facing or report-facing contexts when configured. - **Account Status**: The operational status of the account, which can affect whether the account is billable or changeable. - **Account Type**: A classification value used to categorize the account for business or reporting purposes. - **Rate Plan**: The account-level rate plan used when lower-level pricing or usage-rate definitions are not taking precedence. - **Account ID**: The system-generated account identifier. - **Price Book Regions**: Defines which price-book regions or price-book options the account is allowed to purchase from. - **External Account Identifier**: Stores an external-system reference for the account when cross-system mapping is needed. - **Custom Fields**: Additional account metadata defined through custom-field configuration, when custom fields are enabled for the account. This section may also include account-forgetting options when that functionality is enabled. ### Tax Settings The **Taxes** settings area is used to manage the account tax classification, exemption behavior, and tax-address configuration. This section includes settings such as: - **Tax Category**: Classifies the account for tax calculation so the appropriate tax rules can be selected. - **Lifeline Customer**: Flags the account for lifeline-related tax handling in environments where that setting applies. - **Tax Exempt Level**: Controls whether the account is tax exempt and, when supported, which exemption level applies. - **Account Tax Exemption Records**: Stores one or more exemption entries used to define or qualify account tax exemptions. - **Account Tax Address Records**: Stores the address records used for tax determination when tax-address management is enabled. Use the available dialogs in this section to add or update tax addresses and tax exemptions. ### Customer Portal Settings The **Customer Portal** settings area is used to manage portal access for the account when customer portal is enabled and applicable. This section includes settings such as: - **Enable Customer Portal User**: Controls whether the account has an enabled portal user. - **Username**: Defines the username used to access the customer portal. - **Email**: Defines the email address associated with portal-user communication and related portal workflows. - **First Name**: Stores the portal user's first name. - **Last Name**: Stores the portal user's last name. - **Time Zone**: Defines the time-zone context shown in the portal for that user. - **Locale**: Defines the locale-related presentation behavior used in the portal. This section appears only when customer portal access is enabled and applicable for the account. ### Invoice Discount Settings The **Invoice Discounts** settings area is used to manage invoice-level discount rules and amounts that apply to the account. This section includes settings such as: - **Discount Type**: Defines the type of invoice discount being applied. - **Amount**: Defines the value of the invoice discount. - **Effective Date**: Defines when the invoice discount becomes effective. - **Days**: Defines the day-based behavior used by discount configurations that depend on a day count. - **Calculation Type**: Defines how the discount amount is calculated when multiple calculation approaches are supported. - **Aggregate Subaccounts**: Controls whether eligible subaccount invoice activity is included in the discount evaluation when that option is available. Use the available dialogs in this section to add or update invoice-discount entries. ## Guides ### Updating Account Settings 1. In the **Settings** panel, select the settings area you want to update. 2. Review the fields loaded on the right. 3. Update the values that apply to the account. 4. Save the changes. ### Updating Billing Settings 1. Select **Billing** in the **Settings** panel. 2. Update the billing fields that apply to the account, such as bill group, bill day, invoice delivery, or invoicer-account assignments. 3. Confirm any prompts shown by the screen for bill-day or related operational changes. 4. Save the changes. ### Updating Tax Settings 1. Select **Taxes** in the **Settings** panel. 2. Update the account tax settings, exemptions, or tax-address records as needed. 3. Use the available dialogs when adding or updating tax addresses or tax exemptions. 4. Save the changes. ### Updating Customer Portal Settings 1. Select **Customer Portal** in the **Settings** panel. 2. Update the portal-user settings that apply to the account. 3. Save the changes. ### Canceling Accounts 1. Select **Account** in the **Settings** panel. 2. Change **Account Status** to the appropriate cancelled status when the account is eligible to be cancelled. 3. Save the changes.