Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

The New Master Account form contains three possible data entry tabs, all of which will be explained below and on the following pages.

3.  The New Master Account form will be displayed.  The first tab is the Customer Information form.  The information entered into this form establishes the Master Account Name and the Primary Billing Address, and other key customer information.  Most of the data entry fields are self-explanatory, however, key fields and typical business rules are listed below.

When finished filling out this form, click on the Custom Fields tab.  If this tab is not shown, this indicates your company is not using Customer Custom Fields or you do not have permissions to access this tab.  If not using Custom Fields, continue on the the Services tab.

Customer# – If your company has set your customer numbers to be auto-number when creating a new customer, Master Accounts do not follow this rule.  It is up to your company to enter the Customer Number for the Master Account.  The customer number may be numeric, alpha or alpha-numeric.

Separate Cycle Invoice for Each Site - If you will be sending out separate invoices for recurring services for each Site on each Subaccount, leave this box checked.  If you will be creating one consolidated invoice for all recurring services for all of the Master Account Subaccounts, then un-check this box.

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