Edit payer profile

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The user can anyhow modify payer information, as long as an account document is not made out. Once it is done, the user cannot change these data and should contact his hosting provider. To edit the payer profile parameters, select the required payer, click the "Edit" icon and change the information in the following form that consists of three tabs:

The tabs will vary depending on the payer status:

  • Individual is created for individual customers; their accounts contain personal information, contacts and the billing settings
  • Company is created for companies, and their accounts hold specific contact information as well as all other data that an individual user account contains
  • Sole proprietor is created for self-employed customers, sole owners of their business

Individual

The Basic tab:

Module «Payers»
  • Status - individual.
  • Contact person - enter the name of the contact person.
  • Phone number - enter the telephone number.
  • Fax - enter the payer's fax number.
  • Email - enter the payer's e-mail address that will be used for notifications and passwords recovery. You can subscribe or unsubscribe from these messages in the Notification subscription module.
  • Payment destination - provide a default payment destination that will be applied to all new payments.
  • Generate invoices - select how you would like to generate invoices:
    • Post-paid - payer has to pay due invoices after the services are provided.
    • Based on advance payments - the invoices will be generated automatically basing on advance payments.
      • Service description - provide a value that will be used as a service description in the invoices.
    • Based on expenses, on credit
      • Payee - select a payee.
      • Invoice currency - select a currency for transactions.

The Address tab:

Module «Payers»

Postal address

  • Country - select a country.
  • ZIP code - enter a zip/postal code.
  • City - enter a city of the payer.
  • Address - enter payer's address (including the street, building and apartment).

The Contract detail tab: Image:b-adv.png Image:b-corp.png

Module «Payers»
  • Passport details - enter your passport data.

Company

The Basic tab:

Module «Payers»
  • Status - company.
  • Company name - enter a name for the company.
  • Contact person - enter the name of the contact person.
  • VAT number - enter the VAT number.
  • Phone number - enter a telephone number.
  • Fax - enter a fax number.
  • Email - enter a payer's e-mail address that will be used for notifications and passwords recovery. You can subscribe or unsubscribe from these messages in the Notification subscription module.
  • Payment destination - provide a default payment destination that will be applied to all new payments.
  • Generate invoices - select how you would like to generate invoices:
    • Post-paid - payer has to pay due invoices after the services are provided.
    • Based on advance payments - the invoices will be generated automatically basing on advance payments.
      • Service description - provide a value that will be used as a service description in the invoices.
    • Based on expenses, on credit
      • Payee - select a payee.
      • Invoice currency - select a currency for transactions.

The Address tab:

Module «Payers»

Postal address

  • Country - select a country.
  • ZIP code - enter a zip/postal code.
  • City - enter a city of the payer.
  • Address - enter payer's address (including the street, building and apartment).

Legal address

  • Country - select a country.
  • ZIP code - enter a zip/postal code.
  • City - enter a city of the payer.
  • Address - enter payer's address (including the street, building and apartment).
  • Send documents to postal address - select the check box if you want your accounting documents to be sent to the above provided postal address.

The Contract detail tab: Image:b-adv.png Image:b-corp.png

Module «Payers»
  • Director - enter the real name of the company director.
  • Job title - enter a job title of the person entering into a contract.
  • Acts on the grounds of - person, acting in accordance with ... (for example, Articles of association).

Sole proprietor

The Basic tab:

Module «Payers»
  • Status - sole proprietor.
  • Contact person - enter the name of the contact person.
  • VAT number - enter the VAT number.
  • Phone number - enter a telephone number.
  • Fax - enter a fax number.
  • Email - enter a payer's e-mail address that will be used for notifications and passwords recovery. You can subscribe or unsubscribe from these messages in the Notification subscription module.
  • Payment destination - provide a default payment destination that will be applied to all new payments.
  • Generate invoices - select how you would like to generate invoices:
    • Post-paid - payer has to pay due invoices after the services are provided.
    • Based on advance payments - the invoices will be generated automatically basing on advance payments.
      • Service description - provide a value that will be used as a service description in the invoices.
    • Based on expenses, on credit
      • Payee - select a payee.
      • Invoice currency - select a currency for transactions.

The Address tab:

Module «Payers»

Postal address

  • Country - select a country.
  • ZIP code - enter a zip/postal code.
  • City - enter a city of the payer.
  • Address - enter payer's address (including the street, building and apartment).

The Contract detail tab: Image:b-adv.png Image:b-corp.png

Module «Payers»
  • Passport details - enter your passport data.
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