Pathway: Setup > Account > Account Class
Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and tools within the application.
Select the green plus + icon to add a new account class, or double click on an existing to edit a current setup.
Permission
The following permissions are required to view and edit Account Class Setup:
| Permission ID | Permission Name |
23 | Setup \ Account |
Add Account Class
The Add Account Class page allows users to create a new Account Class using a five-tab interface. Each tab features a red tick mark displaying the number of fields within each tab that needs to be completed before saving. While several fields include default values to speed up entry, these remain fully editable to accommodate your specific requirements. In addition, fields that are mandatory are highlighted in red.
Details Tab
The following section reviews the fields in the Details tab.
Field Descriptions: Details
The credit limit sets the threshold at which the hauler contacts the customer for payment or suspends service until the balance falls below the limit. The billing screen provides alerts when a customer exceeds their credit limit during the billing process.Fields Descriptions Name (Required) The name of the Account Class. Active (Required) Controls if the account class is available for use. Type Indicates the business Type the account class falls under. GL Account Identifies which GL segment the account class is available to. Refer to the GL Segmentation article for further information. GL Segment The GL Segmentation for the GL Account. Deposit GL Account Identifies the Deposit GL Account used for accounts belonging to the account class. Deposit GL Segment Identifies the GL Segment used for accounts belonging to the account class. Default Account Credit Limit Default Account Term Identifies the default Term accounts assigned to the account class will follow for billing.
Term: The length of time a payor (customer) has after the invoice date to pay the amount due.Default Rebate Payment Type Identifies the default payment type used by the account class for rebate payments. Default Bill By Site Default setting for the 'Bill Per Site' field in the Add or Edit Account editor for accounts assigned to the account class. Default Contact Link Type Defaults the contact to either account level or site level when a contact is added. Default Contact Service Notification If set to Yes, when a new contact is added to an account or site, the Receive Service Notifications field in the Add Contact screen will default to Yes for that contact. Geocoding Type (Required) Determines placement of the pin when site locations are displayed on a map. Options include Roof Top or Street Side. Geofence Radius (Meters) Creates a virtual perimeter around the location's address to indicate proximity of the truck to the service location. This can be overridden at the Site Class level.
NOTE: Setting the radius too low (e.g., 1 meter) can interfere with Residential Mode in NavuNav. Lowest recommended setting is 20 meters.New Account Notification Template Template that is used for new accounts. Notifications are sent based on the account contact's notification preferences. Enable Linking Contacts to All Sites Enables linking contacts to all sites belonging to an account. Load Active Accounts In Pipeline Map Option to display active accounts on the Pipeline Map (Sales > Pipelines > Pipeline Summary). Exclude from NavuSales If enabled, prevents sync to the iPad. Enable Duplicate Account and Site If enabled, the system will check for a duplicate accounts/sites when a new account/site is created. The default setting for this field is 'Yes'. Hide Rate On Work Order Format If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This setting also exists at the account level. Require Billing Contact If checked, a billing contact is required when creating an account, and the Contact Name, Contact Email, and Contact Phone fields become required. Require Generator Type If checked, setting requires accounts to identify the Generator Type.
*Applies to account classes dealing with Hazardous or Medical Waste.Require Site Class If checked, a site class must be selected when creating a new account or a site.
Details Setup
Customer Portal Tab
This section outlines the fields in the Customer Portal tab that are essential for the Customer Portal setup. For additional setup details, see Customer Portal Setup documentation.
Field Descriptions: Customer Portal
| Fields | Descriptions |
| Enable Portal Access | Enables Customer Portal access to users of accounts assigned the account class. |
| Customer Portal Home Page (Required) | The Home Page users see upon logging in to their Customer Portal account. |
| Enable Add Sites | Select 'Yes' to enables the ability for users to add new service locations from their portal account. |
| New Location Template | When 'Enable Add Sites' field is set to 'Yes', select the template the Customer Portal will follow when a new site is added. |
| New Location Bundle | Default setting for self service ordering. More details to come. |
| Enable On Call Orders | Select 'Yes' to enable the option to create On Call Orders from the Customer Portal. Review the Online Order Default Status field in Setup > Services > Line of Business > Mobile/Optimization/Online Order (tab) to indicate how online orders are processed once received.
|
| Enable Report Access Required | Select 'Yes' to enable the ability for Customer Portal users to run reports. |
| Enable Viewing Inactive Site | Grants users of an inactive site access to view service history information, associated photos, manifests, and report attachments. Other options, such as the ability to create a request or view AR information, are hidden if the site is inactive. |
| Default Work Order Photo - Display In Customer Portal | Controls if a photo should display in the Customer Portal. |
| Default Work Order Attachment - Display In Customer Portal | Controls if an attachment should display in the Customer Portal. |
| Auto Send Portal Invitation on Contact Creation | When enabled, and a new account is created with a contact that has an email address, a Customer Portal invitation is sent automatically. |
| Allow Invoice-Verified Self Registration | When enabled, customers can request a portal login invitation using a recent invoice, which must include the invoice number and either a quick pay code or an account number. |
Customer Portal Setup
If setting up Customer Portal, review the full setup documentation here: Customer Portal Setup.
Payment Processing Tab
The following section details the fields in the Payment Processing tab.
Enables saving credit card payment methods for future use in the Payments tab of a work order. Enables convenience fees and specifies the fee type to apply—Percentage or Flat Amount. To disable convenience fees, leave this set to None. If convenience fee is enabled, an Apply Convenience Fee checkbox is displayed and automatically checked on the Post a Payment screen in AR History.
Field Descriptions: Payment Processing
Field Description Enable Customer Portal Pay Processing Fee Check the box to apply a processing fee for payments made through the portal. Enable Manual Pay Processing Fee Check the box to apply a processing fee for manual portal payments. Enable Auto Pay Processing Fee Check the box to apply a processing fee for auto pay payments. Enable Order Pay Processing Fee Check the box to apply a processing fee for Order Pay. Disable Account Wallet Credit Card Processing Fee Type Enables processing fees for credit card transactions and specifies the fee type to apply—Percentage or Amount. Select None if this does not apply. Credit Card Fee Amount Text entry field to enter the amount associated with the selected fee type. Credit Card Processing Fee Charge Code The specific charge code the credit card processing fee is billed under. ECheck Processing Fee Type Enables processing fees for eCheck transactions and specifies the fee type to apply—Percentage or Amount. Select None if this does not apply. ECheck Fee Amount Text entry field to enter the amount associated with the selected fee type. ECheck Processing Fee Charge Code The specific charge code the eCheck processing fee is billed under. Manual Pay Convenience Fee Type Manual Pay Convenience Fee Amount Text entry field to enter the amount associated with the selected fee type. Manual Pay Convenience Fee Charge Code The specific charge code the convenience fee is billed under. Auto Pay Declined Fee Charge Code Charge Code that displays for declined auto pay payments. Auto Pay Declined Fee Amount (Required) The fee amount that is automatically applied towards declined transactions. Billing Auto Pay Amount (Required) Indicates the auto pay amount that will be collected from the account when auto pay is run. Payment Processing Setup
Status Management Tab
The Status Management tab contains settings for automating account status changes.
Field Descriptions: Status Management
The number of days an account or site must remain inactive before it is automatically set to an inactive status. Site logic used Account logic usedField Description Enable Automatic Status Update Select 'Yes' to enable the system to automatically update an account's status. This setting applies to applying and removing an auto-credit hold as well as other automatic status updates. Auto Credit Hold Past Due Days The number of days a single invoice must be past due before an auto-credit hold is applied. An account requires just one past-due invoice for the credit hold to take effect.
'Auto Credit Hold Placement' must be enabled for settings here to apply.Auto Credit Hold Minimum Past Due Amount The amount (in dollars) an account must be past-due before auto-credit hold is applied.
'Auto Credit Hold Placement' must be enabled for settings here to apply.Auto Inactive Account/Site Days
This value must be greater than 0 for the process to automatically update statuses to inactive.Auto Credit Hold Placement Select 'Yes' to enable the system to place a past-due account on a credit hold.
This field must be enabled for 'Auto Credit Hold Past Due Days' and 'Auto Credit Hold Minimum Past Due Amount'.Auto Credit Hold Removal Select 'Yes' to remove an account from a credit hold status after the past-due balance has been paid. Status Update Time The time the system will process status updates. It’s recommended to schedule this during off-hours when system activity is low and to avoid disrupting operations. Run Daily Auto Apply Select 'Yes' to enable a daily check for unapplied payments and credits on an account and applies them to the account's oldest invoice balances first.
Finance Charges and Other Fees Tab
The Finance Charges/Late Fees tab establishes how charges and fees are applied to an account.
To learn more, see the Finance Charge and Late Fee Setup documentation.
Field Descriptions: Finance Charges and Other Fees
| Field | Description |
| Finance Charge Type | Establishes how a late fee will be applied on an account's invoice statement. Based on the selection that is made, functionality for other fields may change.
|
| Annual Rate/Rate | The Annual Rate applied to accounts belonging to the account class. Rate Application is dependent on the Finance Charge Type:
|
| Charge Code | The charge code that billing will use for applying finance charges and late fees to an invoice. |
| Charge Minimum | The minimum dollar amount an account must be charged. If the percentage value entered in the 'Rate' field is less than the charge minimum, the charge minimum is applied. |
| Past Due Minimum | The minimum dollar amount an account must be past due for late fees to apply. |
| Insufficient Funds Fee | Fee that will be applied for insufficient funds. If a value greater than '0.00' is entered, the Insufficient Funds Fee Charge Code field is required. |
| Insufficient Funds Fee Charge Code | The charge code to be applied at billing when an insufficient fund fee is incurred. |
| Credit Hold Placement Fee | The amount that will be applied if an account is placed on a credit hold. If a value greater than '0.00' is entered, the Credit Hold Placement Fee Charge Code field is required. |
| Credit Hold Placement Fee Charge Code | The charge code that will be applied at billing when a credit hold placement fee is incurred. |
| Per Invoice Fee 1 Charge Code | The charge code for Per Invoice Fee 1, which will be printed on invoices. When a charge code is selected, the Per Invoice Fee 1 field is enabled. |
| Per Invoice Fee 1 | Manual charge that gets added to invoices at billing. The amount entered here can be overridden at the account-level. |
| Per Invoice Fee 2 Charge Code | Identifies the charge code for Per Invoice Fee 2, which will be printed on invoices. When a charge code is selected, the Per Invoice Fee 2 field is enabled. |
| Per Invoice Fee 2 | Manual charge that gets added to invoices at billing. The amount entered here can be overridden at the account-level. |
Application of Credit Hold Placement Fee in Customer Service
(Only applies to automated credit holds)
Pathway: Setup > Account > Account Class
- Credit Hold Placement Fee must include a value be greater than '0'
- Credit Hold Placement Fee Charge Code must exist.
- The account class to which the account belongs must have the necessary auto credit hold settings enabled and defined in the Status Management tab.
Related Articles
Finance Charge and Late Fee Setup