Customer Profile: Overview Section - Billing Information Tab

The Billing Information tab on the Customer Profile screen contains details specific to the customer's accounting and billing. This information is pulled from their customer profile in Rev.io Billing.

Each field on the Billing Information tab is defined below.

Label	Definition
Bill Profile	Bill profile for the customer. See the Creating a New Bill Profile article in the Rev.io Billing Help Center for more information about bill profiles.
Account Type	Account type for the customer.
Email	Email address for the customer.
Account Number	Optional manually-assigned identifier for the customer
Rev.io ID	Numerical identifier for the customer record in your Rev.io Billing database. If the customer record originated in Rev.io PSA, the Rev.io ID matches the Customer ID.
Billing Method	Billing method of receipt for the customer. Email, Print, or Both. See the Customer Profile Glossary article in the Rev.io Billing Help Center for more information.
Net Terms	Payment terms for the customer. Defaulted from bill profile.
Tax Exempt	Used to configure any required tax exemptions for the customer. Checking this box opens up a more detailed configuration screen.
Special Message	Message that prints on the customer's invoices. This message is filled in from the customer's bill profile. Click Override to enter a message that is specific to this customer.
ACH Autopay Message	Message that prints on the customer's invoices when the customer pays automatically from a bank account.
Card Autopay Message	Message that prints on the customer's invoices when the customer pays automatically with a credit or debit card.

These actions are available on the Billing Information tab.

Edit the customer record by clicking the Edit button, making the desired changes, and clicking Save.

The Bill Messages section appears at the bottom of the tab when you click the Edit button. A message entered for the customer takes precedence over the same message on the bill profile. The autopay messages print only if the customer has autopay set up with a matching payment account. See the Configuring Bill Messages on Invoices article for more information.

Tabs in the Overview Section

For information on other tabs in the Overview section of the Customer Profile screen, see the related articles.

Customer Profile: Overview Section - Billing Information Tab

Tabs in the Overview Section

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