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Account Overview is found at Account / Overview appears after loading an account |
Overview
The Account Overview screen provides links to account sub screens and account details in a summary format. For more information on each panel of the overview screen continue reading below.
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Profile: the screens listed to when this option is selected allow you to createadd, view and edit the products that the account has been sold. From here you can also navigate to screens that allow you to customize pricing, configure account contracts or modify existing share plans on the account
Billing: the screens listed to when this option is selected allow you to view and manage account invoices, view and make payments, manage account credits, view and manage credit notes and manage account transactions
Communications: the screens listed to when this option is selected allow you to view and manage account contacts and add notes to the account. Notes can be configured to be exposed on the Account Overview screen if desired
Settings: the screens screen listed to when this option is selected allow allows you to manage account settings (the day the account is billed, how the account is taxed, how the account invoice is delivered, etc.) and manage account payment methods
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Provides a high level overview of invoice charges per billing period as well as invoice balance, totals and due dates on currently due and past invoicesother invoice details.
To view, print, email or manage invoices on the account navigate to the Account / Billing / Invoices screen.
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This section displays notes added to the account which have the 'Show On Overview' setting enabled. These notes can be used to capture and post customer details on the customer and include the date that the note was added.
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