Specify Business Rules for a Unique Account

How to create a custom Account Profile for an Account

This will used when a customer has a need for different billing rules than normal such as terms for payment.

1. From the Main Menu, select Billing > Account Profiles
2. Create a new profile
   • If you have an Account Profile that closely resembles the Profile to be created, select and clone the existing Account Profile
   • Otherwise, from the left hand menu click New.
3. Configure the new Account Profile making sure the Availability setting is "Available".
4. Click Save on the left menu.
5. Bring up the unique Account.
6. Change the Account Profile setting to the new Account Profile.
7. Click Save on the left menu.
8. From the Main Menu, select Billing -> Account Profiles
9. Select the new Account Profile.
10. Change the Availability setting to "No New Accounts".
11. Click Save on the left menu.