Customer Accounts
A Customer Account is the single, centralized place to manage all billing information about your customers – including company and contact information and payment terms and preferred payment methods. Use customer accounts to collect all the critical information about the companies and customers you are billing, such as subscriptions and amendments, invoices, payments, and adjustments.
- Overview of customer accounts
- Introduces Customer Accounts and its key concepts.
- Manage customer accounts
- Describes how to manage customer accounts.
- Run report of actively billed customer accounts
- Describes how to run report of actively billed customer accounts.