Customer Settings

Customer Settings

Settings Details in Customer Account
Go to customer account, Settings.
Sun, Dec 21, 2025 at 7:04 AM
Categories in Customer Account
Go to customer account, Settings, Categories. Selections in drop down of New Category are managed at hamburger, FuelMor Settings Customer Cartegories. Cus...
Sun, Dec 21, 2025 at 7:08 AM
Manage Billing Methods in Customer Account
Billing Methods determine how a customer will receive invoices and statements. Billing method Address is used for customer that would like to receive paper....
Sun, Dec 21, 2025 at 10:53 AM
Customer Payment Plan Create, Update, Delete
Customer Payment Plan is a way for customers to budget their payments. Payment Plan is not a loan or credit for the customer account. If the customer does n...
Sun, Dec 21, 2025 at 10:12 AM
Manage Customer Portal
Customer Portal where you can view and manage the use of the portal for a customer. Go to customer account, Settings, Portal. Portal Users linked with thi...
Sun, Dec 21, 2025 at 10:41 AM
Merge Customers
You may merge a customer account (the source) into another existing customer account (the target). The merge will move all information from the source to th...
Fri, Dec 26, 2025 at 9:27 PM
Make Customer Inactive
For well established reason, a customer with any transactions / activities cannot be deleted. Customer may be made inactive. Go to customer account, Setting...
Fri, Dec 26, 2025 at 9:33 PM
Make Customer Active
An inactive customer may be made active. Go to customer account, Settings. Scroll down the screen and click on Make Customer active.
Fri, Dec 26, 2025 at 9:35 PM