- Home
- Sales & Marketing
- Customer
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