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.
This article will walk you through creating a basic account with a billing contact.
For additional details on the fields presented on this the new account screen see the Adding an Account guide screen help article.
Prerequisites
Before you can add an account you must
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configure the following
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entities:
Process
Log into your Logisense the LogiSense Billing application
Click On on the “Account” Account menu then “New” New
Fill out the required fields (marked with the red left border), then
Next click on the “Contacts” Contacts option
. By default, the “Billable” Billable contact is required. Fill out the required fields (marked with the red left border), then click on the “Address” Address tab
Select the country which will then drop down additional options. Fill out the required fields address details (marked with the red left border), then click the “Save” Save button
Result
You will now see your new account with several new menu options for
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Next Steps
Creating a Sub-Account - if required
Adding a Package to an Account
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
<<documentation team task: link to Data Import guide which covers the same config process>>(depending on your user's permissions). From the account menus you can adjust account settings (bill day, etc.), add packages to accounts, add transactions and more.
Account
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Next Steps
Optional: If you need to setup child accounts you can do so now. Child accounts can be configured to send charges to the parent account if desired. See the Child Account Creation Example article for an example
Now that an account exists you can add packages to it (sell products). See the Account Package Configuration Example article for an example