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Navix Labs - Ideas Portal
1 VOTE
Status Future consideration
Categories Audit Workflow
Created by Wil Kratz
Created on Jan 10, 2025

Customer Billing Profiles

In addition to customer portals, KCH (Austin Wallin) inquired on our ability to house a larger customer billing profile. Currently we have terms, we'll need to flag if the customer allows pre-bill and what docs are required...natural progression would be housing HOW the customer needs to be invoiced (e.g. Portal upload, Email, EDI, SFTP, API, mail).

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