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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 Creating a New Account Screen 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

  1. Log into your Logisense the LogiSense Billing application

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

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  3. Fill out the required fields (marked with the red left border), then

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  4. Next click on the “Contacts” Contacts option

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    . 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

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  5. On the Address tab select the Country which will then drop down additional optionsdisplay additional details to populate. Fill out the required fields (marked with the red left border), address details then click the “Save” Save button

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Result

You will now see your new account with several new menu options

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Next Steps

Creating a Sub Account - if required

Adding a Package to an Account

<<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 Example article for an example