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For additional details on the fields presented on this the account type screen see the the Account Types guide screen help article.

Prerequisites

• Account types can be setup immediately, there are no prerequisite configuration steps.

Sample Configuration

Adding an Account Type

1. Log into the LogiSense Billing application

2. Click on the Setup menu, Users & Accounts and then Accounts

   

3. Under Accounts click on the Account Types tab in the upper right

   

4. Under the Account Types heading on the left click the  icon to add a new account type

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5. In the Add Account Type section enter a name for the account type. If you wish the account type to automatically be set selected when adding creating a new account you can select the ‘Default’ option

   

6. Click Save to add the new account type

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