Overview

Account profiles are one of the ways that service providers can group their accounts.

In Emersion, all accounts must belong to a single account profile. The account profile determines a number of factors and rules. 

Account profiles are used to:

  • determine the invoice template used to generate the customer's invoice.
  • define trading terms, credit limit and unbilled credit limit for accounts in an account profile.
  • determine which event mapping and template is used when an event is triggered for the customer.
  • control what plans can be offered to a given group of customers
  • control the product pricing a customer adopts.