How to create a custom Account Profile for an Account
This will used when a customer has a need for different billing rules than normal
such as terms for payment.
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From the Main Menu, select
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Create a new profile
- If you have an Account Profile that closely resembles the Profile to be
created, select and clone the existing Account Profile
- Otherwise, from the left hand menu click New.
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Configure the new Account Profile making sure the Availability setting is
"Available".
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Click Save on the left menu.
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Bring up the unique Account.
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Change the Account Profile setting to the new Account Profile.
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Click Save on the left menu.
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From the Main Menu, select Billing -> Account Profiles
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Select the new Account Profile.
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Change the Availability setting to "No New Accounts".
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Click Save on the left menu.
