Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

Adding a Subaccount to a Master Account (continued)

The New Customer Setup form will be displayed.  There are five possible data entry tabs.  All five forms are covered under this topic, however follow your company's internal policies and procedures when entering information for the Subaccount.

9.  Customer Information tab - Fill in all required and optional fields according to your company's policies and procedures.  If invoices are to be billed directly to the Subaccount, this form will be setting up the primary billing address for the Subaccount.  When finished, click on the Site Setup tab.

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