The Account page allows you to view general account information such as the account name as well as access the various contacts that might be assigned to an account, view active registrations, invoices, payments, refund payments and memberships.
1. From the
Create menu
2. Then under
People navigation bar, click
Account.
The Edit Account page displays…
3. Use the
About section to view the
ID, Historical ID, Current Balance, Created and
Modified dates of the account.
4. Select the
Default Payment Terms check-box to set a payment term for the account.
If no payment term is selected, the account will use the default payment term selected for the organization.
5. In the
General section, use the
Active check-box to indicate if the account is active or inactive.
6. Click the Type drop-down to change the
Account Type.
7. Click in the
Name box to edit the Account name.
8. Click the
Discount drop-down to change or add an
Account Discount.
9. Click the
Referred By drop-down to change or add referral information for the account.
10. Click in the
URL box and type a valid Web address to include a company Web site for the account.
The URL must be correctly formatted, for example: http://www.proclasssonline.com
11. If the URL box contains a Web address, click the
Account Web site button to open the Web site in a new browser window.
12. Click the
Save button on the toolbar to save any changes made to the account.
13. Use the following tabs at the bottom of the
Add Account page to add, edit, or view information related to the account:
Comments, Contacts, Active Registrations, Notes, Invoices, Payments, Refund Payments, and
Memberships.