Difference between revisions of "Create Customer Billing Account Screen"

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(New page: 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 widg...)
 
 
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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]]).
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This screen is no longer present in opentaps after version 1.0.x  
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Clicking the [Create] button will create the customer billing account and take you to the "View 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]]).
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Clicking the [Create] button will create the customer billing account and take you to the [[View Billing Account Screen]].

Latest revision as of 19:50, 12 May 2008

This screen is no longer present in opentaps after version 1.0.x

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.

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Create_Customer_Billing_Account_Screen&oldid=2896"