Additional Account Setup

Pathway: Customer > Add Account

After the account has been created, additional setup may be required. Review the Account editor and Service Location editor to add additional information.

Open

Account Editor

Open the Account editor by double-clicking within the left side of the account information section.

Open

Edit Account

1. Billing Contact 2

   • If there is a second billing contact who should be added to the account, add them here.

2. Bill By Service Location: Option to send one invoice per location.

   • Consider checking this if multiple locations exist for an account.

3. Warning on Open

   • If a popup warning should display upon opening the account, enter that here. This will display for anyone with access to view the account.

Service Location Editor

Open the Service Location editor by double-clicking on the right side of the account header.

Basic Settings (tab)

1. Verify Signature Required is checked.

2. Optional -Enter any internal notes for the account in the Note field. Notes added here are not visible to drivers or customers.

3. Optional -Enter a popup warning users will see when accessing the account into the Warning on Open text field.

4. Optional - Enter a note the driver will see in the Access Information field.

Billing Settings (tab)

1. If the account is tax exempt and no tax region was selected when the account was created, select the Tax Exempt check box.

2. Select the name of the Site Billing Contact if the contact is different than the account contact. Contacts are only assigned here.