Account Types

31 views November 16, 2016 jpajaro 0

Account types

This Tab shows the list of Account types that will be used to classify the customer accounts. You can create, edit and delete the Account types:

account type

Account Types screen

Add a New Account Type

  1. Right click and select new.
  2. Type in a name for the new account type.
  3. When finished, click the OK button.

 

account-types-02

New Customer Account Type Screen

Edit an Account Type

  1. Right click and select new.
  2. Edit the name of the account type.
  3. When finished, click the OK button.

client

Edit Screen