This section will show you how to configure Account Types in the system. These types are then used to organize accounts particularly those that need the notion of nesting or what used to be called Account Groups in the older version of BillingPlatform.
Step 1. Access the Account Types Wizard
Go to Setup > Data Management and click Account Type on the tree. This will display the existing account types in the system.
Click Edit beside the existing account type to modify its attributes or click New to create a new account type.
Step 2. Enter the Account Type details.
Click Submit after filling in the details.
|Account Type||Unique label for the account type. This is the value that appears in the Account Type dropdown when editing an Account record.|
|Invoice at this level||
This influences the behavior of the account that is assigned the account type. Available values are:
|Default Type||When checked, this will be the default account type option that is pre-populated in the New account page.|
|Active Type||When checked, this account type is available for use and will appear on the Account Type dropdown field when editing an Account record. Otherwise, this type is not visible.|
|Description||Free text to describe what the account type is meant for.|