You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

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.

Relationships

 

 

 


If you're looking for troubleshooting information, please try one of our Support Options!

 

Need help? Submit a ticket

Articles and FAQ

Step-by-step tutorials

  • No labels