Updating account information

Posted by / 07-Aug-2020 18:46

Updating account information

Your account profile page may also include tabs for updating your email notifications and viewing your group-related lists.

If your business information, such as mailing address, contact info, or Doing-Business-As (DBA) name has changed, your merchant account will need to be updated.

Prerequisites Before you complete this task, you must: • Use Accounts Receivable constants to specify how the system ages customer’s invoice information.

For example, you define information that the system uses to determine whether an account is delinquent and, if it is, the number of days it is delinquent.

We'll update your information and get back to you with confirmation of the changes.

Please contact your internal team with any account update requests you may have (example: Internal Support team, Marketing team).

If you need help reaching out to your internal team, feel free to reach us at ([email protected]) for guidance.

Scroll down to the Stored Shipping Addresses header.

From there, you can edit or remove existing addresses.

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• Send a workflow message to the collection manager for accounts that require collection review by the collection manager.