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Settings

Within the account card, the Settings tab serves as the central hub for all customer-specific configurations. Presently, the tab offers access to two key settings tailored to the customer's preferences: Payment Interval and Discounts.

Settings

Payment interval​

Within the Payment Interval section, you have the option to customize the default payment settings for the account:

  • Type: defines whether a service should be invoiced before its usage (Upfront) or after its usage (In Arrears).
  • Interval: dictates the number of months for which subscriptions are to be invoiced in advance.

Discounts​

In the Discounts section, you have the option to add discounts to the designated account. Any discounts that you apply will function as universal deductions, automatically reducing the price across all products whenever an order is associated with the respective account.

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Discount is always based on the list price defined for the given product.

Steps to add discount​

  1. To apply a discount to an account, locate and click the Add Discount button within the discount section.
  2. A modal will appear, prompting you to enter a name for the discount. Think of this as a brief description of the discount entry.
  3. Within the modal, input the discount amount as a percentage in the designated field.
  4. Once done, click the Save Changes button to include the discount entry in the account.

Once the discount entry is saved, you'll immediately notice the updated information within the discount section.

Additionally, you have the flexibility to edit or delete existing discounts using the provided edit and delete icons.