Defining Accounts Receivable - Global

Owned by Persia Xenopoulou (Deactivated)
Last updated: Apr 07, 2016
1 min read
  1. UP TO CRM.COM R8.0.0 Number: Select an existing account from the drop-down list 
    AVAILABLE FROM CRM.COM R9.0.0 Name: Select an existing account from the drop-down list (Starting from CRM.COM R9.0.0  the name of the account will be used to identify the account)
    Number or name will be available only if you have selected an existing Contact that already has registered accounts in the system
    OR
  2. REGISTER NEW ACCOUNT
    1. Click on REGISTER NEW ACCOUNT to load the form for creating a new account
      1. Provide Main Information as required
      2. Select Bill Presentment Preferences
      3. Provide Paymnet Preferences
        View Creating Accounts Receivable for more information on creating new accounts