Use the Account Profile subtab of the Account Overview page to add and update the profiles of existing accounts.
The values for most fields on the Account Profile subtab are defaulted from the assigned customer profile class and are updatable. See: Customer Profile Class and Customer Account Profiles Field Reference.
Define accounts
Navigate to the Account Profile subtab on the Account Overview page.
Select a profile class to assign to this account.
Profile classes are generic categories that you define in the Customers Profile Classes window to group customer accounts with similar creditworthiness, business volume, and payment cycles. See: Defining Customer Profile Classes.
When you create a customer or add a new account to an existing customer, Receivables assigns the profile class DEFAULT to the account. You can use this profile class, modify this profile class information, or choose a previously defined profile class.
The Account Profile subtab lets you:
Replace a generic profile class, such as the DEFAULT profile class that Receivables automatically assigns when the customer or account is created, with a more appropriate profile class.
Attention: Selecting a new profile class causes all values, including currency rates and limits, to be reset to the newly selected profile class's defaults.
Update or modify the default values of a generic profile class for a particular account.
Attention: Modifications to the profile on the Account Profile subtab apply only to that particular customer account or site. Modifications do not update the actual profile class definition.
(Optional) Update the profile information:
Credit and Collection information
Balance Forward Billing information
Terms information
Receipts information
Statements and Dunning information
Invoicing information