Overview
The Detail tab provides an overview of the account, including information such as the account type, tax rate, invoice method, account creation date and groups that the account belongs to. This tab is also where you can create free-text notes on the account.
There are also a series of sub-tabs on this page which can be used to update account information, which are explained below.
Profile
In Emersion, all accounts belong to an account profile. You can edit which profile the account belongs to by clicking Edit Account Profile. For more information about account profiles, click here.
Delivery Address
The Delivery Address sub-tab provides a way to update the delivery address for the account. Fields marked with a red asterisk are mandatory.
Trading Terms
This sub-tab lists the trading terms of the account. These can be edited by clicking Edit Trading Terms.
Early Discount
Early payment discounts are applied when a payment is applied against an invoice, and the invoice outstanding amount is reduced to zero. To change the status of the early discount, click Edit. The options available are Inherit, Disable or Enable.
Late Fee
Late payment fees are applied when an overdue invoice is fully paid. To change the status of the late payment fee, click Edit. The options available are Inherit, Disable or Enable.
Late Fee Invoice Ages
This late payment fee is based on the age of an overdue invoice and does not take into account any payments. Click Edit to change the following details:
- Status (inherit, disable, enable)
- Fee amount
- Minimum overdue balance required before charge applies
- Number of days after the due date to apply the late fee
- Fee label
To learn more about configuring late fee overrides, click here.
Network Account Attributes
Description TBC.
Auto Top-up Settings
This feature is designed for businesses that want to ensure their customers always retain a positive account balance. Click Edit Auto Top-up Settings to set the auto top-up trigger limit and the top-up amount. More information about this feature can be found here.
Xero Sync
Use this feature to create a new Xero contact or link an Emersion account with an existing Xero account. For more information on Xero contact synchronisation, click here.
Access Fee Bulk Pricing Override
The Access Fee Override section allows you to override the number of active subscriptions taken into consideration when ascertaining the access fee price point, via the Access Fee Bulk Pricing feature. Under this sub-tab you can search for an override or create a new bulk access override.
Payment Plans
This sub-tab provides a way to edit the payment plan retry days and the payment plan maximum retries. To learn more about payment plans, click here.
Prompt Payment Discount
Prompt payment discounts are similar to the early payment discount, except that they are based on the cardlines generated per service. This sub-tab provides a way to edit the prompt payment discount leeway and the auto apply prompt payment discount.
