Customer Billing

Customer Billing

Here you can keep a registry of the customer's billing data  

  • Company 
  • Client 2nd line 
  • Contact
  • Address 
  • City 
  • State 
  • Country 
  • Zip Code 
  • Phone 
  • Fax 
  • Billing Email 

Details

  • P.O# 
  • Tax Exempt ID # 
  • Accounting Export #
  • Center#|Member#|VAT#
  • Replicate 

If there is a commission active the switch that says "Commissionable" 

Payment Information

Review Credit Card Details

  • Card Type 
  • Card Number 
  • Name on Card 
  • Card Expiration 

To successfully add the Credit Card Information click on the "Add/Edit Card Info" button, and if you need Delete the Credit Card, hit in the button call "Delete Credit Card" 

Review ACH Details 

  • Name on Account
  • Routing Number 
  • Account No 
  • Customer ID 
  • Type 
  • ID Type