Hi Guys, I have recently inherited the administration of this software. I am trying to add a new Account Class but can't find how to add it. I have been through the manual, and the online PDF....Am I just missing something obvious?? How do I create a new "account Class" Thanks Gregg
Gregg, From the main menu follow this path: Maintenance & Preferances > General Preferences > More (You should then be taken to Address and Merchant setup. Once in there you'll see where and how to do it).
Hi Colin, Thanks for the quick response. I have been to this area, but although it shows the exsisting 'Account Class' entries it doesn't let me create New ones. I would have thought there would be a form somewhere (like the billingcycle form) that gives options for each 'Account Class' Gregg
You need to create the new one here and map its settings for merchant and invoice settings which appear on invoices etc. Then as you add Billing cycle items you manually type the account class in them. Until you get a customer that actually uses the Account Class you'll constantly have to type Account Class in billing cycle items etc as you assign them to the new class. Maybe setup a test account with the Account Class you want so when you assign products to the account class can select from list vs typing in constantly. Then when a legit customer uses Account Class..delete your test account.