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

What is it used for?

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1. Press the 'New' button and the 'Edit Billing Account' screen is displayed
2. Enter a code or number for the  'Billing Account Id' (NOTE: If this is left blank a number will be automatically generated)
3. Enter a number for the 'Billing Account Limit' (eg 5000)
4. Leave the 'Account Currency UOM Id' as it is (NOTE: This should be the default currency for Company...)
5. Enter a description that can be used to identify the Billing Account (eg Joe Bloggs Builders Billing Account)
6. Leave the 'Contact Mech' field as it is (NOTE: This field cannot be filled in until either the 'Party Billed To' has been filled in or a party with the role of 'Bill To Customer' has been added under the 'Roles' sub menu
7. Enter the Billing Account start date in the 'From Date' field.  (NOTE: If left blank then this will default to the current date and time. NOTE TO CHECK: Can this date be in the future.....?)
8. Leave the 'Thru date' field blank
9. Enter or use the lookup to select the 'Party Billed To'
10. Press the 'Update' button
11. After the 'Update' button has been pressed then the 'Contact Mech Id' field will either be automatically filled in or will allow you to select a contact mech from a drop down list

How do I update an existing Billing Account?

Billing Account details can be updated. A key field that may need to be updated is the actual Billing Account Limit if a customer reduces or improves their credit rating

Example: To update an existing Billing Account

How do I delete a Billing Account?

Billing Accounts cannot be deleted. They can only be expired. This means that they will no longer be able to be used to associate invoices or payments against.

Example: To expire a Billing Account

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