AR Accounts for Companies
You must create an AR account for the Company before you can transfer a
reservation balance to AR.
1 Account Manager
To create an account for a client, Click Account within the top Menu Bar.
Within the Account Manager panel, search for the Business you wish to create an account
for. Select Business tab within Search Criteria to search for Businesses.
2 Account Editor
After selecting the client, click the Account Editor tab within the Account Manager.
Click Add to create a new account.
3 Account Details
Enter in the Account Details for the new account.
Account # will be automatically generated after Submitting.
Credit Limit – Enter in the amount that you wish to be the limit of the account
Terms – Select the billing period.
After all details are entered, press Submit to create the new account.
5 Viewing AR Accounts
To view all Active accounts, expand the Account Review/Aging Panel and select the A/R