Account Settings Screen

Last verified with: 10.8.6.0

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.