Edit customer account details

The Edit Account Details window in Business Hub lets you manage a customer's account-level information, including pricing, credit limits, tax settings, discounts, communication preferences, and other attributes that affect how the customer interacts with your business. Adjusting these settings ensures accurate billing, correct tax handling, and consistent pricing across all orders placed for the customer.

If your business uses DecoPay to process payments, you can also control which payment methods are available to the customer directly from the Account Details screen. For setup instructions, see Set payment method availability for a customer.

In This Article

• Prerequisites
• Why Edit Customer Account Details?
• How to access Edit Account Details
• Edit the Account Fields
• Saving and applying changes
• Best-practice tips
• Troubleshooting
• FAQs
• Additional resources

Prerequisites

Why Edit Customer Account Details?

Keeping customer account information accurate helps you:

• Ensure correct pricing by applying the right price level or customer-specific discount.
• Control financial risk by setting credit limits and deposit terms.
• Maintain tax compliance by recording tax-exempt status and exemption reasons.
• Improve operational efficiency with correct staffing assignment and customer flags.
• Tailor communication through contact and marketing preferences.

How to Access Edit Account Details

1. Log into your DecoNetwork website.

2. Browse to Business Hub → Customers.

   

3. Click View to open a customer account you want to edit.

   

   You can also click anywhere within a customer's row to load it.

4. Click on Edit Account Details next to the Account Details section heading.

   

   The Edit Account Details popup will be displayed.

   

Edit the Account Fields

1. Configure the account details.

   The following fields may be adjusted depending on your business rules and how the customer should be handled in Business Hub.

   • Sales Staff Account: assign a staff member responsible for the relationship and follow-up activities.
   • Customer On Spending Hold: tick this checkbox to prevent the customer from placing new orders until any issues are resolved.
   • Customer Is Account Holder: tick this checkbox to set pre-defined account terms of payment for the customer. When the checkbox is ticked the following settings will be available:
     • Default Terms: lets you select the terms that will be applied to the customer for all web store orders (when paying on account). When creating an order through Business Hub, the operator can override these terms as they need to. (Account terms are defined via Admin > Settings > Customer Settings > Account Terms.)

     • Max. outstanding balance allowed online: lets you specify the maximum outstanding balance the customer can have whilst creating web store orders. This does not affect Business Hub orders as it is assumed the operator creating the order through Business Hub can manage the maximum outstanding amount manually.

       

       Note: A value of 0 in the Max outstanding balance field means no outstanding balance is allowed. If you want the customer to have no effective limit, enter a very high number.

   • Contract Price Level (Premium and Enterprise levels only): Lets you choose a pricing level to be applied to product prices for the customer. Contract price levels are the different tiers of selling prices that you offer your customers. (See the Contract Price Levels help article for more information).
     • Default (Retail): will use the system default pricing level. The default name for the default pricing level is "Retail". The name can be changed via Admin > Products > Contract Price Levels. However, this pricing level can never be deleted.
     • Retail: will use the system-defined retail price table or specified pricing method for the selling price.
   • Customer Discount: enter the percentage discount that will be applied to each order the customer places.
   • Store Credit: Enter the credit value available for the customer to make purchases in your store.
   • Reset Store Credit Used?: Reset the amount of store credit the customer has used to zero.
   • Customer Is Tax Exempt: tick this checkbox to exempt this customer from taxes set up in your system.

     • Tax Exempt Reason: add a description explaining why the customer qualifies for tax exemption (e.g., “Non-profit organization”, “Government agency”, “Resale certificate on file”).

       
       New setting added in V8.610.

       This is used for record-keeping and is included when syncing invoices to QuickBooks Online.

   • Allow Bulk Discounts: tick this checkbox if you want to allow automatic quantity-based discounts for the customer.

   • Receive Marketing Messages: tick this checkbox to opt the customer in on marketing communications that you send.

     GDPR requires that consent is given from the customer for marketing emails to be sent to them. To be compliant, ensure you have consent from customers located in the EU before you tick this checkbox.

Saving and Applying Changes

1. Click okay to save the updates to the customer account..

   The Account Details section will be updated to show the new setting, including Default terms and Online Balance Limit.

   
   

   Changes take effect immediately for new orders created after the update.

Best-Practice Tips

• Use consistent naming conventions for tax-exempt reasons for accurate reporting.
• Periodically review customer credit limits to match business policy.
• Apply staff assignments strategically for improved customer support.
• Document tax-exempt qualifications internally when required by law.
• For EU customers, always obtain GDPR-compliant permission before enabling marketing messages.

Troubleshooting

Discounts are not applying to the customer’s orders

• Verify the Customer Discount or Price Level settings.
• Check if product-level overrides are affecting pricing.

Customer continues to be charged tax

• Ensure Customer Is Tax Exempt? is enabled.
• Review the Tax Exempt Reason to ensure it is valid for your accounting workflow.
• Confirm tax policies in your Admin panel do not override exemptions.

Customer cannot check out online

• Check the Max Outstanding Balance Allowed Online value.
• Verify whether they are on Spending Hold.

FAQs

Do updates to customer details affect existing orders?

No. Existing orders retain the values that were active when they were created. Changes apply only to newly created orders.

Is the Tax Exempt Reason required?

It is optional but recommended, especially for accounting systems that require exemption notes on invoices.

Can multiple users share the same account holder settings?

Yes. Additional users can be linked to a primary account holder for simplified management.

Additional Resources

• Managing Customers in Business Hub
• Set payment method availability for a customer
• How to integrate with QuickBooks Online