Defining an organization's payment information

An organization that makes any type of monetary transactions with other organizations must have payment information set up. This information provides all parties with an account number, billing address, and tax information.

About this task

To set up an organization's payment information:


  1. Open the Applications Manager and select the application that you want.
  2. In the Organization Details window, choose the Payment Info tab.
  3. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
  4. Choose the Save icon.
    Table 1. Payment info tab
    Field Description
    Account Number With Hub Enter the organization's account number used for monetary transactions with the Hub organization, if applicable.
    Tax Information
    Tax Payer ID Enter the organization's tax payer identification number. This number identifies the organization as a tax paying entity.
    Authority Type Enter the authority type given for an exemption certificate, if applicable.
    Tax Exempt Check this box if the organization is exempt from paying taxes.
    Exemption Certificate Enter the identification number of the exemption certificate.
    Issuing Authority Enter the authority that issued the exemption certificate.
    Tax Jurisdiction Enter the tax jurisdiction that the exemption certificate was issued in.
    Billing Address The organization's billing address. This information is mandatory.

    Choose the Details icon to enter an address.

    Choose the Contact Info tab to view additional contact information.