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The 'Account' sub menu is used to enter the basic details required for setting up a new billing account or editing an existing one.

Other Billing Account details can be added or amended using the other sub menus as follows:

• Roles
• Terms
• Invoices
• Payments
• Orders

What is it used for?

It is used to create or update the following details for a Billing Account:

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Example: To update an existing Billing Account

1. Click on the 'Billing Account Id' of the Billing Account to updated
2. The 'Edit Billing Account' screen is displayed
3. Enter the changes required
4. Press the 'Update' button

NOTE: The Billing Account Id cannot be amended and in some cases the Contact Mech Id may not allow an update. The limited update for the Contact Mech Id is related the Party setup.

How do I delete a Billing Account?

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1. Click on the 'Billing Account Id' of the Billing Account requiredto be expired
2. The 'Edit Billing Account' screen is displayed
3. Enter the current date in the 'Thru date' field
4. Press the 'Update' button