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Go to SETUP | RELATIONSHIPS | COMPANIES to set  up a new Company.

A Company must first be setup in order to use Direct Bill as a Receipt Type in Guaranteed By and a corresponding AR Account. See Guaranteed By, Direct Bill and AR Accounts.

The minimum required information when adding a new Company is Company Name and Credit Limit. However, it is good practice to enter at least Contact First and Last name, Address and Phone number

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  • Company: Contact First and Last name, Address, Phone, Fax number.
  • Contact Name: Enter TAX I.D. # without dashes.
  •  Credit Limit: The Credit Limit field determines the total amount of credit is being extended to the company. If no value is entered it defaults to 0 and Direct Bill receipts cannot be posted. When you enter a credit limit an AR Account is automatically opened for that Company, and Direct Bill receipts up to the available credit limit can be posted.

 

 

To Add a new Company, click Add and a new screen will appear to enter a new company. Red asterisk indicates required fields.

  • * Company Name: Enter the Company Name as you want it to appear on Direct Bill and AR Accounts.
  • Contact Information: Contact First and Last name, Address, Phone, Fax number.
  • TAX I.D.: Enter TAX I.D. # without dashes.
  • * Credit Limit: The Credit Limit field determines the total amount of credit is being extended to the company. If no value is entered it defaults to 0 and Direct Bill receipts cannot be posted. When you enter a credit limit an AR Account is automatically opened for that Company, and Direct Bill receipts up to the available credit limit can be posted.
  • Notes: Optional Notes on company
  • Click Save to add Company.