View Billing Account Information

The Account Information section displays some of the details most commonly used to identify the customer's billing account.

You can create a new billing account for an account by creating a new order. Refer to Create New Order for more information.

To edit the account information, refer to Configure Account Details.

Account Details - Account Information

The following general details are shown in the Account Information of the account details:

Account Information Fields
Field	Description
Account Name	The name of the person associated with this account. Click the name to view the Customer Account Details. Next to the name is the status of the account. Click the Status to open the Change Status window. Refer to Billing Account Statuses.
Company Name	The name of the company or organization, when configured.
Account Number	The unique account number assigned by Gotransverse. Next to the Account Number is a link to the Account Hierarchy, if one has been configured. Refer to the knowledge base article about Account Hierarchy for more information.
Start Date	The date that the account was created.
External Account ID	An external account number, when configured.
Account Category	The account category to which this account is assigned.
Parent Account	If this is a child account, the name of the associated parent account. Refer to the knowledge base article about Account Hierarchy for more information.
Primary Email	The customer's main email address to which Gotransverse-generated emails and invoices are sent.
Preferred Language	The language for the billing account. Notifications are sent in the preferred language of the billing account.
Minimum Invoice Amount	The minimum amount required for generating an invoice for the account category.