Billing addresses and payment settings
The Billing tab controls where customers are billed, how they can pay, and what checkout restrictions apply to their account. From here you manage billing addresses, stored credit cards, checkout toggles, order limits, and pricing tier assignments.
Managing billing addresses
The billing address book stores one or more billing addresses for the customer. Each address can be used at checkout and one address can be designated as the default.
To add an address, select the add button in the Billing Address Book section. To edit or delete an existing address, use the action buttons on that address's row.
Each billing address has the following fields:
Field | Required | Description |
|---|---|---|
Default Billing | No | Toggle to make this the default billing address used at checkout. |
First Name | No | Billing first name. |
Last Name | No | Billing last name. |
Company | No | Company or organization name. |
Address Line 1 | Yes | Street address. |
Address Line 2 | No | Apartment, suite, or unit number. |
City | Yes | City name. |
State/Region | Yes | State, province, or region. |
Postal Code | Yes | ZIP or postal code. |
Country | Yes | Country (selected from a dropdown). |
Day Phone | No | Primary phone number. |
Evening Phone | No | Secondary phone number. |
Tax County | No | County for tax calculation purposes. |
Stored credit cards
The credit cards section displays cards saved to the customer's account. These cards can be used for faster checkout and for recurring orders.
To add a card, select the add button and enter the card details and expiration date. To edit the expiration date or delete a saved card, use the action buttons on that card's row.
Stored credit card data is handled in compliance with PCI requirements. Full card numbers are never displayed -- only the card type and a masked number are shown.
Checkout and payment controls
These toggles control what payment methods and checkout behaviors are available to the customer. Each toggle applies only to this customer's account.
Setting | Description |
|---|---|
Allow Purchase Order | Enables the customer to pay by purchase order at checkout, submitting a PO number instead of paying immediately. |
Auto Approve Purchase Order | When enabled, purchase orders from this customer are automatically approved without manual review. Requires Allow Purchase Order to be on. |
Allow COD | Enables cash on delivery as a payment option for this customer. |
Auto Approve COD | When enabled, COD orders from this customer are automatically approved. Requires Allow COD to be on. |
Allow Quote Request | Enables the customer to submit quote requests instead of placing orders. Quotes can be reviewed and converted to orders by your team. |
Allow Drop Shipping | Enables drop shipping for this customer's orders. |
No Real-time Charge | When enabled, the customer's credit card is not charged at the time of order placement. The order is held for manual charge processing. |
No Coupons | When enabled, the customer cannot apply coupon codes at checkout. |
Allow Selection of Shipping Address Type | When enabled, the customer can choose between residential and commercial shipping address types at checkout, which can affect shipping rates. |
The Allow Purchase Order and Allow COD settings are commonly used for B2B customers who have established credit terms with your business. Pair them with auto-approve for trusted accounts to streamline their ordering workflow.
Order limits
Order limits let you enforce minimum and maximum constraints on this customer's orders.
Setting | Description |
|---|---|
Min Subtotal | The minimum order subtotal required for the customer to complete checkout. Orders below this amount are rejected. |
Min Item Count | The minimum number of items required in the cart. |
Max Item Count | The maximum number of items allowed in the cart. |
Leave a field blank or at zero to apply no limit for that constraint.
Pricing tiers
Pricing tiers control the product prices shown to a customer. When a customer is assigned to a pricing tier, they see the tier-specific prices configured on your products instead of the standard retail prices.
Use the Pricing Tiers multi-select to assign the customer to one or more tiers. A customer can belong to multiple pricing tiers simultaneously -- when tiers overlap on a product, the lowest price is typically applied.
The Pricing Tiers selector only appears if you have pricing tiers configured in your UltraCart account. If you don't see this field, you don't have any tiers set up yet.
Related pages
Customers overview -- capabilities summary and page navigation
General customer settings -- login credentials, tags, and profile fields
Shipping addresses and preferences -- shipping addresses and free shipping settings
Tax configuration and exemptions -- tax-exempt status and provider settings
QuickBooks and sales tracking -- accounting integrations and terms