Page Comparison

Overview

Overview

From the Settings tab you can configure billing, invoicing, taxing and other account settings. The available options will be detailed below.

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• 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

• Lifeline Customer: allows you to flag the account as lifeline eligible (this setting only applies in AvaTax integrated environments and is only applicable to addresses in the United States)

• Tax Exempt Level: the options here allow you to exempt all or specific taxes (state, federal, etc.) when transactions are taxed on 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 an account's subscription and usage charges then these tax exempt settings will still be observed when charges are applied to the invoiced accountThe tax exemption settings used is determined by where the tax address is configured. If a tax address from an invoicer account is used when taxing sub-account charges then the exemption settings on the invoicer account will be used. If the tax address is taken from a sub-account then the exemption settings from the sub-account will be used during taxation

Customer Portal

• 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

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Guides

Canceling Accounts

1. Under the Settings heading click on the Account tab

2. Under the Account Status field select the appropriate Cancelled status

3. Click Save and the account will be cancelled