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6.25 Customers-Billing Information


The Billing Information screen allows you to manage recurring billing schedules and to store tax exemptions and credit card details for the contact. Having a Customer's Billing information and any tax exemptions available gives you the ability to update any changes, bill when needed right from a Customer's Account.

This information can be managed by User Access Settings as well. If you only want your Accounting Department to have access to this information then you can determine that with User Access Settings, established in Security under the Tools tab. More will be explained about Security Settings in this article. (insert link here)

To add a tax exemption, click the New Exemption button and select the tax that the customer is exempt from along with their exemption number. When you create an order or an invoice, the tax exemptions list will be checked and applied appropriately.

The credit cards list allows you to store a contact's credit card information when needed. Click the New button for a new entry and fill in the appropriate information. New Credit Card Types can be added from the Options window.

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