Set-up of the Customer
Account is done in three steps. Select Charging 
in agent left menu. Click Customer Accounts in top menu to show a list of existing
accounts. Here click button Add account. First
step is a popup where you shall select a Customer Account
Type. The type decides which properties can be set for the account. All
accounts have the set of basic properties described below, but customer defined
properties could have been added.
The same forms are used to edit an already existing account (except the selection of account type), then select Edit link rightmost on row for the account.
Form consists of three tabs, Properties, Charging Plans and Members. You can step between tabs with buttons Next or Back. When set up is finished for all tabs, click Save to return to Customer Account list.
In first tab, Properties, you enter Name and Description (translatable texts) and a set of basic properties:
•Display Name on SSP: Mandatory field. When ordering from service catalog Requester has to select which account shall be charged (if requester is member of more than one Customer Account, if not the account is pre-selected). Here you define which name shall be used for the account on Self Service Portal. This name can be the different from name used in Agent Portal.
•Customer: Mandatory field. Auto-complete field or select icon to open list of available Customers. Note that if this field is changed for an existing Customer Account (the account is connected to other Customer) can list of members in the accounts be affected, due to a user can be member of multiple customer accounts only if the accounts belongs to the same Customer. A single user cannot be member of different accounts that belong to different customers.
•Customer Account Type
•VAT applicable: Enable checkbox if VAT shall be added in invoices created for this account. For work charging is default VAT (VATs) added, for service items there could be different VAT due to which service item have been ordered. For Additional charges and Spare parts you can select VAT when adding cost in a worklog.
•VAT Number: Your company´s VAT number. This number is shown on invoice.
•Currency Code: Mandatory field. Select currency for the account. All charging is done in system default currency. If another currency is selected here the total sum of invoice will be converted to this currency.
•Language: Mandatory field. Select language to be used in invoices created from this account.
•Work charging: Enable this checkbox if charging for work via worklogs shall be allowed for this account. If enabled you have to select a Charging Plan for work charging in next tab.
•Leasing Charging: Enable this checkbox if charging for leasing of products shall be allowed for this account. If enabled you have to select a Charging Plan for leasing in next tab.
•Service Catalog charging: Enable this checkbox if charging for orders from Service Catalog shall be allowed from this account. If enabled you have to select a Charging Plan for service item charging in next tab.
Note: At least one of the checkboxes Work Charging , Leasing Charging and Service Catalog charging must be enabled.
•Address: Customer´s address. Click Add to open popup where you enter address properties. It is possible to add multiple addresses, in popup there is a checkbox for default address, this will be shown on the invoices.
•Email: Customer´s email. It is possible to add multiple email addresses, in popup there is a checkbox for default address. The email address is not used in this version.
In this tab you select which Charging Plan to use for charging customers that belongs to the Customer Account. You can select Charging Plan for Work ,Leasing and/or Service Catalog charging due to which of them were enabled in first tab. It is mandatory to choose a Charging Plan for each enabled type.
Click Add charging plan, select a plan in popup for the charging types respective. When a plan is selected the Add charging plan is disabled.
If you already have selected a plan or have opened the plan in Edit mode you can change Charging Plan to use. Click link Change current rightmost on row.
Select members of the Customer Account. A member of a customer account can be any item from the offered list of scopes. (for example - scope Support is a member of the Nilex customer account, and therefore all users who are members of the scope Support are indirectly members of the Nilex customer account as well). Same user can be member of multiple accounts.
When an Agent adds a worklog to a ticket the ticket Requester membership specifies which Customer Account can be charged. If the Requester is member of multiple accounts must Agent choose which account shall be charged.
Adding/removing user as a member of customer account can be done as described in the section Scope Management.
In form there are functions for sort, filter, search, refresh and paging similar to other NSP functions, see General User Interface.
Tab Members in customer accounts
Invoice mailing list
This feature enables automatically sending all invoices generated for a specific customer account where you choose the email addresses to which invoices will be sent. A new email will be added by clicking on button Add. Each of the entered email addresses in this list can also be deleted by clicking on the button Remove in the right part of the line. It is possible to define an email list for receiving invoices for each customer account. Invoices are sent as an email attachment in PDF format. To make this function work, you need to set an invoice template in the configuration.
Read more about creating invoice templates.
Clicking on the tab addresses opens a list with all the addresses of the selected customer account.
Addresses tab
You can add an address by clicking on the Add address button, which opens a pop-up with the possibility of selecting the type of address (invoice address, delivery address, correspondent, office or home), as well as fields for entering address details.
Add address popup
A customer account can have an unlimited number of addresses entered, but only one default address for each type of address.