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 status types allow you to define what statuses an account can be in. When creating account status types you select one of four back-end statuses which will determine if the account status type is billable and if the account can be modified while it is in the status you have created. The behavior of the back-end statuses is explained in more detail below.
For additional details on the fields presented on this screen see the the Account Status Types guide.
Prerequisites
N/A
Process
1. Log into your Logisense Billing application
2. Click on the “Setup” menu then Users and Accounts. Then click on Accounts.
3. Under Accounts settings, Click on Status Types
Add an Account Status Type
Under the Account Status Types heading, click the '+' icon
Under the Add Account Status Type heading ,specify the account status type details. Enter Name as “test”. Select Status as “Non-Billable“ as shown in the image below.
Click Save to add the account status type.
Once saved, this account status can be selected from the Account Status dropdown on the Account page as shown in the image below.
Delete an Account Type
Under the Account Status Types heading, select the account status type you wish to delete. For e.g. Account Status Type : “test” is selected to be deleted as shown in the image below
Under the same Account Status Types heading click the below delete icon
On the confirmation dialog that appears select Yes. Selected Account Status Type will be deleted.
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>>