Adding User Billing Accounts


You can add billing accounts for a customer from their User form. This will enable charges to be added to any requests for that customer if you bill for Borrowing or Document Delivery requests. This can also be done by the customer via the Edit Account Information web page.

To add billing accounts:

  1. Open the User form for the customer
  2. Click the Accounts tab
  3. Click on Click here to add a new row
  4. Enter the data for the billing account
  5. Click Save

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