Couple of Simple Questions...

I apologize for these questions, but we're just getting OptiGold setup and have some generalized confusion.

1.) We need to print the invoices 14 days before the invoice is due. How do you go about doing this, and can it be automated?

2.) The service period is for 1 month, but they'll have 1 month and 10 days to pay before there account is turned off. Is there a way to automate this?

2.) When setting up e-mail accounts for accounts, do you have to put the e-mail server IP address for every account, or is there a place to setup mail servers and just select from those (if thats understandable)?

I think thats all for now, but I'm sure they'll be more.
Thanks in advance!

 

Under customer information in the billing info section where you put in the credit card information, exactly what is "taxable." What is it applying the tax to since the products themselves are marked taxable or not?

And, if need be, how do I uncheck it as default?

Thanks!

 

Also, is there a setting to allow the username and password to be the same (even though its rediculous to have it that way)?

 

Thanks for all the answers thus far!

 

I need fields in customer information for social security, drivers license, and possibly alternate contact.

I have no need for Business Type, Region, or Salesperson on the right of the customer information screen, and was wondering if those fields were definable?

I did notice there were some defineable fields in the general preferences area, but when changing them nothing happened.

Thanks!

 

I tried redefining reseller, operating system, group, and miscellaneous, but once I change them in the general prefs, they don't show up that way in the customer info screen.

 

Got it. thnx.

 

Scenario:

We're setting up a master account with the domain name of @yourname.com. We'd like all the e-mails on slave accounts to automatically append that domain name at the end of the e-mails.

Is this possible?

She creates a master. Then she goes to create a slave for an e-mail account. At this point, I made it a preference, until we get the above figured out, that makes accounting append the domain at the end of the e-mail. It worked for a time or two, but it started giving me the error "Invalid e-mail address specified". But, when she tries to take off the domain, it gives her the same error, so she can't even get it back to what it was. Any idea what could be causing this?

Thanks in advance for the help!
-mg

 

Master account is setup. We're trying to setup a slave. I have it were the username for the slave automatically creates an e-mail address. I need the domain after the e-mail address (because half of our customers use different domain names for their e-mail addresses). When I try to change the domain on the e-mail once the slave is setup, it says its invalid.

 

Ok. Doing that now.

But, even when adding an e-mail in the master account, we can't add the domain.

 

Is there a place to set customer wide domains? eg. dial-up services have @provider.com and hosting clients get whatever their domain is?
We do have multiple domains for provider though (provider1.com, provider2.com, provider3.com).

Are we going to just have to remove the restrictions?