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).
For additional details on the fields presented on this screen see the the Account Types guide.
Prerequisites
N/A
Sample Configuration
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 Account Types
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.
Click Save to add the new account type.
Once saved, this account type can be selected from the Account Type dropdown on Account page of the account as shown in the image below.
Delete an Account Type
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.
Click on the Delete icon
On the confirmation dialog that appears click Yes.
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>>