Assign Billing Account to Dunning Plan

After you have created dunning plans and tiers, you can then assign the plan to a billing account.

Complete the following steps to assign a billing account to a dunning plan:

1. Select Customer Billing from the Gotransverse application menu .

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customers Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customers window, select an account to open the Customer Summary window.

   

   Customer Summary Window

4. On the Customer Summary window, select an account on the Accounts tab to open the Account Details window.

   

   Account Details Window

5. On the Account Details window, select Edit Account from the Account drop-down menu to open the Edit Billing Account window.

   

   Account Drop-down Menu - Edit Account Option

6. On the Edit Billing Account window, under the Account Payment Information section, click the Enable Account Dunning checkbox and select the respective dunning plan to assign to the billing account.

   Depending on your configuration, there may be more or less fields than those listed. Click Configure Fields and select the additional configurable and custom fields you want to display from the drop-down list. Click outside the list window to close it. The system saves the set of selected fields per user so they display the next time you create a customer.

   

   Edit Billing Account Window - Enable Account Dunning

7. Click Edit Account to save changes and close the window. The Account Details window updates to display dunning information under Account Payment Information.

   

   Account with Dunning Information