Clients Settings - docs.ubersmith.com

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Clients Settings - Billing and Payment

Adding Billing Agreements

Adding Billing Periods

Adding Contract Terms

Adding Late Fee Schedules

Configuring Billing Settings

Configuring Credit Card Options

Configuring Payment Processing Options

Managing Billing Agreements

Managing Billing Periods

Managing Contract Terms

Clients Settings - Clients

Adding Client Relationship Types

Adding Client Tags

Adding Custom Client Fields

Adding Custom Contact Fields

Configuring the Client Manager General Settings

Hiding Customer Information within RWhois

Managing Client Relationship Types

Managing Client Tags

Managing Custom Client Fields

Managing Custom Contact Fields

Clients Settings - Communications

Adding Mailing Lists

Configuring Client Communications

Configuring Invoice Notices

Managing Mailing Lists

Clients Settings - Services

Adding Custom Service Fields

Adding Rate Plans

Adding Service Plan Upgrades

Adding Service Plans

Configuring SSL Providers

Integrating Custom Domain Registrars

Managing Custom Service Fields

Managing Domain Registrars and Top Level Domains

Managing Rate Plans

Managing Service Plan Upgrades

Clients Settings - Taxes

Adding Tax Authority Numbers

Adding Tax Engines

Adding Tax Exemption Types

Adding Tax Rates

Managing Tax Authority Numbers

Managing Tax Engines

Managing Tax Exemption Types

Managing Tax Rates

Setting the Default Tax Calculation Method