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Account Settings are configured in Account / Overview / Settings |
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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
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Note: an account will be billed if its bill group is billed, even if the account is in a cancelled account status. If you wish to ensure no charges are applied to cancelled accounts you can create a ‘cancelled accounts' bill group and switch accounts to use that bill group when accounts are cancelled. |
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 the account purchases services in and usage rates are calculated in
Bill Group: the bill group the account belongs to. Bill groups define billing settings such as the initial bill day set when the account is created and the default invoice template to use when invoicing the account. If you configure another account to be billed for this account's subscription and usage charges then this setting will be disabled
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
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
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
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