A client account is the commercial record: everything the client is subscribed to, owes, paid, asked and was sent, one tab per question.
- Summary
- Active services, unpaid invoices, credit, open tickets and net income, with the account switches: tax exemption, automatic card processing, overdue reminders and late fees. Each switch saves as you flip it.
- Profile
- Contact and billing address, currency, group, status and language. The address decides tax on invoices generated afterwards.
- Users
- The people who may sign in to this account.
- Contacts
- Addressees for billing, technical or support mail who do not sign in.
- Products/Services
- Every subscription with its terms, next due date and status, add-ons and upgrade path.
- Billable Items
- Charges waiting for the next invoice.
- Invoices and Quotes
- Everything raised against the account, filterable by status.
- Transactions
- Money in and out, with gateway and fees: the record to reconcile against the provider.
- Donations
- Gifts this person made (when Donations is on).
- Tickets
- Support history, including tickets opened by any user or contact on the account.
- Emails, Notes and Log
- What WBAMS sent, what your team recorded (never shown to the client), and every change made.
Full guide
The complete reference is Customers and accounts in the WBAMS documentation.