Page Comparison

Summary

Accounts typically represent customers or partners. Accounts contain contacts, packages, invoices and other account/billing specific settings and information. In this example we will create an account that we will then add sub accounts to in a later guide.

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1. Log into your Logisense Billing application

2. Click On the “Account” menu then “New”
   

   

3. Fill out the required fields (marked with the red left border), then click on the “Contacts” option
   

   

4. By default, the “Billable” contact is required. Fill out the required fields (marked with the red left border), then click on the “Address” tab
   

   

5. Select the country which will then drop down additional options. Fill out the required fields (marked with the red left border), then click the “Save” button
   

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6. You will now see your new account with new menu options for “Overview”, “Profile”, “Billing”, “Communication” and “New”.
   

   

Next Steps

Creating a Sub-Account - if required

Adding a Package to an Account

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