This section is designed to create and manage accounts. The main window is represented by the list of all available accounts in the system.
Adding New Account
In order to setup new account click On Add New Button. Fill all required Information and click on save button.
In order to bill your customer please make sure Billing is enable:
In order to manage rates/IPs against Account Please make sure Customer OR Vendor is enable :
|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|