- Number: Select an Existing account from the dropdown list
This will be available only if you have selected an existing Contact that already has registered accounts in the system
OR - REGISTER NEW ACCOUNT
- Click on REGISTER NEW ACCOUNT to load the form for creating a new account
- Provide Main Information as required
- Select Bill Presentment Preferences
- Provide Paymnet Preferences
View Creating Accounts Receivable for more information on creating new accounts
- Click on REGISTER NEW ACCOUNT to load the form for creating a new account
General
Content
Integrations