Difference between revisions of "Create Customer Billing Account Screen"
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This screen allows you to create a [http://www.opentaps.org/docs/index.php/Billing_Accounts#Using_billingAccount billing account] to receive payments from a particular customer. Enter the customer's internal party ID manually or search for it using the [[lookup widget]]. In the "Account Limit" field, enter the maximum amount of money (in the organization's currency) that can be billed to this specific account. Enter a brief description of the account to distinguish it from other receivable accounts, and select the range of dates that the account will be valid manually (or by using the [[calendar widget]]). | This screen allows you to create a [http://www.opentaps.org/docs/index.php/Billing_Accounts#Using_billingAccount billing account] to receive payments from a particular customer. Enter the customer's internal party ID manually or search for it using the [[lookup widget]]. In the "Account Limit" field, enter the maximum amount of money (in the organization's currency) that can be billed to this specific account. Enter a brief description of the account to distinguish it from other receivable accounts, and select the range of dates that the account will be valid manually (or by using the [[calendar widget]]). | ||
| − | Clicking the [Create] button will create the customer billing account and take you to the | + | Clicking the [Create] button will create the customer billing account and take you to the [[View Billing Account]] screen. |
Revision as of 16:16, 7 December 2007
This screen allows you to create a billing account to receive payments from a particular customer. Enter the customer's internal party ID manually or search for it using the lookup widget. In the "Account Limit" field, enter the maximum amount of money (in the organization's currency) that can be billed to this specific account. Enter a brief description of the account to distinguish it from other receivable accounts, and select the range of dates that the account will be valid manually (or by using the calendar widget).
Clicking the [Create] button will create the customer billing account and take you to the View Billing Account screen.
