Overview
The settings on this are used by admins to configure the way newly created accounts will behave. When creating a new customer, the options you set here will be used as the default settings. Users can override each setting for an individual customer, if they choose.
This screen can be found at: Admin > Settings > Service Provider Defaults > Accounts.
Open the fields for editing by pressing Edit. When you are finished press Save to submit your changes or Cancel to discard them.
Create Account Wizard Settings
These settings control which options are selected by default in the create customer wizard under Customers > Create New Customer.
| Field Name | Description | Need More Help? |
|---|---|---|
Choose a default account record | Select whether a new account should default to being an organisation account, or an individual account. | Account Fundaments |
| Default Account Start Date | Select a time offset to act as the default account start date. Usage from before an accounts start date cannot be processed into an invoice. | |
| Default Username for End User Portal | Select an account field to use as a default username. Customers will use this to access the End User Portal. | Granting Access to the End User Portal |
| Default Setting for Create Xero Contact | Select On/Off to define if a Xero account contact in Xero when an account in Emersion. |
Billing Settings
| Field Name | Description | Need More Help? |
|---|---|---|
Account Billing Day | The day each month that the customer Account Invoice Period will begin. | Account Invoice Period |
| Credit Limit | This is a credit limit for the account. It is used by the system in a number of ways, for example:
| |
| Trading Terms | This setting controls how many days after an invoice has been generated it will fall due. | |
| Paper Invoice Fee | Set the default cost to be added to invoices that will be sent through paper mail. | Paper Invoice Fee |
Period Length | The amount of time that passes between invoice periods. E.g. If you set the Account Billing Day to 1 & the Period Length Months to 1, the customer will receive an invoice on the 3rd of every month (invoices are generated 2 days after the close of the invoice period). | Period Length and Period Alignment Fundamentals |
| Align Packages to Account | This flag will align any newly created package subscriptions to the underlying account invoice period for the given customer. This will ensure all access fees and usage fees are aligned to when an invoice is rendered. It is important to note that some package configurations can conflict with this setting, producing undesirable billing results. For instance, a package bundle comprising month-to-month billing for an ADSL service and web hosting. These services will align to the underlying account invoice period nicely, as they are billed monthly. However if the package plan also contains a Domain Registration service (for 1 year, 2 years, or 3 years), it is not desirable for this to be aligned to the customer's account invoice period. | Period Length and Period Alignment Fundamentals |
Location Settings
| Field Name | Description | Need More Help? |
|---|---|---|
Default Month Financial Year Starts | Set which month the financial year starts for new customers. | Month Financial Year Starts |
| Default Country | The account country can affect which fields are available for entering addresses, it will also effect the services used to source address data. | Addresses |
| Default Tax Rate | The tax rating that should be used for a customer. | |
| Default Time Zone | Set the time zone that will be used communicating times between emersion and the customer. | Time zones |