This section is designed to create and manage accounts. The main window is represented by the list of all accounts in the system.
Adding New Account
In order to setup new account click On Add New Button. Fill all required details and click on save button.
Email is where all rate sheet emails and other emails will be sent.
Billing Email is where all billing related emails will be sent e.g invoices, payment reminder etc.
In order to bill your customer please make sure Billing is enable:
In order to manage rates/IPs against Account make sure Customer OR Vendor is enable :
Bulk Account Update
You can bulk update Accounts by clicking on Action > Bulk Actions.
Select the fields you want to update and click on Save.
|View Customer/ Vendor Activity chart|
|Access Credit Control section|
|View Account activity e.g. Email/Notes/Tickets/Tasks|
|Customer section to manage customer rates and download rate sheets in different formats|
|Vendor section to manage vendor rates and download rate sheets in different formats|
|View Account change history|