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Clients Settings

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Created by Camille Marshall, last modified on Sep 13, 2017

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This page contains sections for each Ubersmith Clients Settings section.

Clients

Adding Custom Client Fields

Adding Custom Contact Fields

Configuring the Client Manager General Settings

Hiding Customer Information within RWhois

Managing Custom Client Fields

More Topics

Services

Adding Custom Service Fields

Adding Domain Registrars and Top Level Domains

Adding Rate Plans

Adding Service Plans

Adding Service Plan Upgrades

More Topics

Billing and Payment

Adding Billing Agreements

Adding Contract Terms

Adding Late Fee Schedules

Configuring Billing Settings

Configuring Credit Card Options

More Topics

Taxes

Adding Tax Authority Numbers

Adding Tax Engines

Adding Tax Exemption Types

Adding Tax Rates

Managing Tax Authority Numbers

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Communications

Configuring Invoice Notices

Configuring Mailing Lists

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customer