Additional Info Tab

Reporting Information

Invoice Format

Select the invoice format from the drop-down list (Business Landscape, Residential, and so on).

Region

Select the region from the drop-down list, if applicable. Some products, services, and discounts may be limited to certain customer regions.

Affinity Group

Select the Affinity Group from the drop-down list, if appropriate.

This designates the group to which the affinity commission is computed and reported. Affinity pricing plans pay a commission to an outside organization for a percentage of the total calls charged to a group of customers.

Home Region

Select the Home Region from the drop-down list, if applicable. This is only used for custom billing report purposes (Local-Calling-Area).

Usage Rounding Option

Select the usage rounding option from the drop-down list. See Rounding Options.

Accts Receivable Group

Select the Accounts Receivable Group from the drop-down list.

Note

The appropriate permissions must be enabled.

Finance Group

Select the Finance Group from the drop-down list.

Each finance Group has a set of rules for calculating finance charges, which defines the a grace period (number of days) allowed before a balance becomes past due. This grace period enables the finance group to charge a minimum finance charge.

Note

The appropriate permissions must be enabled.

Aging Group

Select the Aging Group from the drop-down list. The default is “monthly”. If none is selected, the default buckets are used.

Note

The appropriate permissions must be enabled.

Finance Charge Exempt

Select/check this check box if the customer is exempt from finance charges.

CPNI Opt In

Select/check this check box if the customer has "opted-in," meaning he or she is willing to allow agents to view detailed customer information (Customer Proprietary Network Information, as defined by the FCC).

Displays the Entitlements. See Entitlements.

Displays the Billing Indicators. See Billing Indicators.

Credit Information

Credit Class

Used to assess a customer account from a risk perspective. Select the appropriate credit class from the drop-down list.

Date of Birth

Customer’s date of birth. Click Edit to add or change the date.

Note

Depending on your permissions, this field may be masked.

Credit Limit

Used for reporting fraud and preventing bad debt. Enter the dollar value of the customers’ credit limit.

DUNs Number

Dunn & Bradstreet number assigned to the customer.

Driver License

The Drivers License entered, or displayed, is the license number of the individual responsible for the account. Click Edit to add or change the license number.

Driver License State

The Drivers License State entered, or displayed, is the abbreviated State where the drivers license, of the individual responsible for the account, was obtained.

SSN

Customer’s Social Security Number. Click the Edit ... button to add/edit this field.

Note

Depending on your permissions, this field may be masked.

FEIN

Customer’s Federal Employer Identification Number.

Tax Jurisdictions

Note

Tax information is only entered/provided if the account's country is USA.

Override

Select/check this check box if you want to apply a different tax jurisdiction.

Tax State

Automatically set, based upon the customer’s Zip Code.

Notes:

• Required for addresses in the USA.

• This field is enabled only when the Override check box is selected/checked.

Displays the Choose Tax Jurisdiction window.

Check each Jurisdiction you want to apply and click Save. The Jurisdiction(s) is added to the list on the Additional Info window including County, City, Jurisdiction ID, and any notes that apply.

Note

This link is enabled only when the Override check box is selected/checked.

Displays the account's tax exemptions. (See below)

Note

When adding a customer whose country is Canada or Mexico, you must select the following tax exemptions at the customer level to prevent U.S. Federal Taxes and Surcharges from being charged to the customer - Federal Tax, Federal Surcharge, Federal USF.