Account types are used to classify accounts. This guide will demonstrate how to setup an Account Type called ‘Business’.
For additional details on the fields presented on the account type screen see the Account Types Screen screen help article.
Account types can be setup immediately, there are no prerequisite configuration steps
Log into the LogiSense Billing application
Click on the Setup menu, Users & Accounts and then Accounts
Under Accounts click on the Account Types tab in the upper right
Under the Account Types heading on the left click the icon to add a new account type
In the Add Account Type section enter a name for the account type. If you wish the account type to automatically be selected when creating a new account you can select the ‘Default’ option
Click Save to add the new account type
When adding a new account the account type will be available in the ‘Type’ dropdown list. As shown below ‘Business’ is available in the list.
Once the desired account types are configured you can define the account statuses that you wish to permit. See the Account Status Types Configuration Example for an example of how to setup an account status type