Creating Customer Accounts

Creating customer accounts is the first step in organizing and managing your business relationships effectively. This process allows you to add new clients to the system, capturing essential information such as billing details, contact information, payment terms, and assigned account managers. By setting up detailed customer accounts, you streamline communication, billing, and job assignment, ensuring accurate records and efficient operations. Once a customer account is created, it can be accessed and managed from the Accounts section, providing a central hub for all client-related activities.

Prerequisites: Authorised Users.

Instructions

1. From the main Dashboard, click the Accounts tab.
   
   
   
   
   
   
2. You will be taken to the Manage Accounts page.
   
   
   
   
   
   
3. Click the blue Add Account button on the right side to be directed to the New Contact page.
   
   
   
   
   
   
4. Fill in the relevant fields and click Save. You will be directed to the New Account page, where the contact will be added.
   
   
   
   
   
   
   
5. Click the blue Show Billing & Additional Fields button to expand the fields.
   
   
   
   
   
   
   
6. Fill in the relevant fields, including selecting payment terms and account manager from the dropdown menus in the Account Payment Terms and Account Manager fields.
   
   
   
   
   
   
   
7. Once complete, click Save. You will be redirected back to the Manage Accounts page.