Summary
Account setting is used to define account related configurations for e.g. Contact Types, Status Types and Account types . Once configured, these will be available for Account entities as required for configuring the account status, contacts and account type for an Account or Company.Account types are used to classify accounts (partner, enterprise, etc.). Account types are useful for reporting purposes, allowing you to filter data down to particular accounts (e.g. view revenue from corporate customers only). An account type is selected during account creation but it can be changed after the account has been created (on the Account > Overview > Settings > account screen). This guide will demonstrate how to setup an Account Type called ‘Business’.
For additional details on the fields presented on this the account type screen see the the Account Types guideScreen screen help article.
Prerequisites
N/AAccount types can be setup immediately, there are no prerequisite configuration steps
Sample Configuration
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Adding an Account Type
Log into
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the LogiSense Billing application
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Click on the
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Setup menu
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, Users
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3. Under Accounts settings, Click on Account Types
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Add an Account Type
Under the Account Types heading on the left click the + icon
Under the Add Account Type heading on the right specify the account type details.
Add an Account type name for e.g. B2B as shown in the image below.
above account type can be made as default account type by updating the “Default” checkbox.& Accounts and then Accounts
Under Accounts click on the Account Types tab in the upper right
Under the Account Types heading on the left click the
icon to add a new account type
In the Add Account Type section enter a name for the account type. If you wish the account type to automatically be selected when creating a new account you can select the ‘Default’ option
Click Save to add the new account type.
Once saved, this
Result
When adding a new account the account type
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will be
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Delete an Account Type
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Under the Account Types heading on the left select the account type you wish to delete. For e.g. Account type named “test2” is selected to be deleted as shown the image below.
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Click on the Delete icon
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On the confirmation dialog that appears click Yes.
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Account type named “test2” will be deleted when the delete icon is clicked and later yes is clicked to confirm the delete.
Next Steps
<<documentation team task: link to next configuration article>>
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>>available in the ‘Type’ dropdown list. As shown below ‘Business’ is available in the list.
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Next Steps
Once the desired account types are configured you can define the account statuses that you wish to permit. See the Account Status Types Configuration Example for an example of how to setup an account status type