Documentation

Billing Settings

Requires. Billing Information Page with View on the customer's location. Saving changes requires Modify.

The Billing Settings page controls which billing contact, email, and address SecurityTrax uses for each customer billing document type. Use it when invoices should go to a different recipient than quotes, statements should use a billing office address, or refund receipts need a dedicated email list.

Getting here

  1. Open a customer record.
  2. Click Accounting.
  3. Click Billing Settings in the accounting sub-nav.

Or navigate directly to https://portal.securitytrax.com/acme/customers/{customer-id}/customer-billing-settings.

Billing sections

The page has one section for each billing use type.

Section What it controls
Default Billing The fallback billing contact and address for this customer.
Invoice Billing Name, email, and address used on invoices.
Statement Billing Name, email, and address used on statements.
Quote Billing Name, email, and address used on quotes.
Credit Memo Billing Name, email, and address used on credit memos.
Refund Receipt Billing Name, email, and address used on refund receipts.

Each non-default section can either use the default billing record, use the customer's primary address, or store its own billing details.

Address options

Each section has toggles that control where its billing details come from.

Option What it does
Use Default Billing Address Uses the Default Billing section for this document type. This option is not shown on the Default Billing section.
Use Customer Address Uses the customer's primary record address instead of storing separate billing details.
Neither toggle selected Shows editable billing fields for this document type.

Turning on one toggle turns off the other for that section.

Billing fields

When a section stores its own billing details, these fields appear.

Field Required? Type Validation Notes
First Name Yes Text Up to 255 characters. Billing recipient first name.
Last Name Yes Text Up to 255 characters. Billing recipient last name.
Emails Yes Text Up to 2048 characters. Enter the email destination list for this billing type.
Address 1 Yes Text Up to 255 characters. Street address.
Address Line 2 No Text Up to 255 characters. Apartment, suite, unit, or other secondary address detail.
City Yes Text Up to 150 characters. Billing city.
State Yes Select Two-character state value. Select -- to leave blank only when the field is not required.
Zip Yes Text Up to 11 characters. Billing ZIP or postal code.
Phone No Text Up to 15 characters. Optional billing phone number.

Save changes

Click Save after changing billing settings. If you are creating a dedicated invoice billing record for a customer that already has active recurring invoices, SecurityTrax asks you to confirm before saving.

Non-obvious behaviors

  • Document types can differ. Invoice billing, statement billing, quote billing, credit memo billing, and refund receipt billing can each use different contact details.
  • Using the default removes the separate record. If a document type is set back to Use Default Billing Address, SecurityTrax removes that document type's custom billing record.
  • Using the customer address clears custom fields. If a section uses the customer address, SecurityTrax does not need separate name, email, or address fields for that section.

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