THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
Definition: What is it?
The 'Account' sub menu is used to enter the basic details required for setting up a new billing account or editing an existing one.
What is it used for?
It is used to create or update the following details for a Billing Account:
- Billing Account Identification
- Party to be Billed (NOTE: Do some investigation here since in demo data this is blank and the roles sub menu is used instead to link the billing account to the party......)
- Billing Account Limit (NOTE: This is how much credit the customer will be given eg $5000)
- Currency to be used for Billing Account
- Start and End Dates
What's on the screen?
To do
How do I create a new Billing Account?
To do
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