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.
For additional details on the fields presented on this screen see the Adding an Account guide.
Prerequisites
Before you can add an account you must complete the following setups first:
Countries
States/Provinces
Bill Group
Payment Term
AR Term
Process
Log into your Logisense Billing application
Click On the “Account” menu then “New”
Fill out the required fields (marked with the red left border), then click on the “Contacts” option
By default, the “Billable” contact is required. Fill out the required fields (marked with the red left border), then click on the “Address” tab
Select the country which will then drop down additional options. Fill out the required fields (marked with the red left border), then click the “Save” button
You will now see your new account with new menu options for “Overview”, “Profile”, “Billing”, “Communication” and “New”.
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>>