Accounts settings

The Accounts group controls requirements for account records themselves: whether sub-accounts need a billing contact, and which contact kinds you can choose when adding a contact. Find them under Admin › Settings › Accounts. For how levels and conditions work, see Settings.

Billing contact required

Key	accounts.billing_contact_required
Type	On/off
Default	Off
Conditions	None
Account lookup	Parent accounts

Require billing contact on child accounts, only has impact on accounts, not on orders.

When this setting is switched on for an account, every sub-account below it must have a billing contact. The setting does not affect the account it is set on, only the accounts underneath it, at any depth: Boxture checks all parent accounts of an account, and if any of them has the setting on, a billing contact is required.

When it applies, saving an account without a billing contact fails. The billing contact must have at least:

• Last name
• Postal code
• City
• Country

Typical use: a reseller or 3PL account that invoices its own customers switches this on so every customer account created under it has complete invoicing details.

INFO

This setting has nothing to do with the billing contact on orders. Orders never require a billing contact because of this setting.

See Accounts for creating accounts and maintaining their contacts.

Contact kinds

Key	accounts.contact_kinds
Type	List of text values
Default	Empty
Conditions	None
Account lookup	Merged with all parent accounts

Additional contact kinds, the value for this setting will be merged with that of all ancestors.

Every contact has a kind, such as billing or delivery. When you add a contact to an account, the Kind dropdown offers the built-in kinds plus:

• The kinds you list in this setting, for this account and all its parent accounts (merged, duplicates removed, sorted alphabetically).
• An Origin for <location name> kind for every location the account has access to. An origin contact is used as the sender address for shipments from that location.

Adding contact kinds

1. Go to Admin › Settings and open the Accounts tab.
2. Click Contact kinds.
3. In New level, enter the kinds you want, separated by commas or new lines, for example Finance and Returns desk.
4. Click Save.

The new kinds now appear in the Kind dropdown on the contact form of this account and of all its sub-accounts. Because the values of parent accounts are merged in, a sub-account cannot remove a kind that a parent account added; it can only add more.

TIP

Set kinds that every customer needs on the top-level account, and customer-specific kinds on the customer's own account.