Creating Company Customer Account

g  .Click “Customers” link in left navigation panel
h.  Click “Companies”
i.  On right side you will see the grid containing the Companies accounts
j.  Click the button “+Create New Company” on right top corner to create new company account.

k.  Form will appear to create the account of the company

I.  Company Name is compulsory without which Save button will not be enabled for saving.
m.  Documents Management (Trade License)

       a.  Click the “Documents” Tab then Click the “Add” button

b.  After selecting “Trade License”, enter the details of trade license
c.  Attach trade license pictures  by clicking the “Camera” button

n.  Billing Info
      i.  Click the Billing Info Tab

ii.     Enter the credit period & credit limit.
iii.    Enter tax id in “Tax Id” field
vi.    For monthly invoicing, select one of the invoicing rules:

  1. Monthly invoicing on month end. It is the most commonly used method for monthly invoicing to companies.
  2.  Date to Date Monthly invoicing will be on the basis of calendar month like if the monthly rental agreement is opened on 18 Jan then invoices will be 18 Jan – 17 Feb, 18 Feb – 17 Mar, 18 Mar – 17 Apr and so on.
  3.  Monthly invoicing on the basis of each 30 days

v.   For monthly invoicing, select one of the invoice types

  1. Advance Invoicing
  2. Post (Credit) Invoicing.

v.      Enter Toll Surcharge

vi.     Enter Fine Surcharge

viii.  Enter Fine Surcharge type “Fixed” or “Percentage” of the fine amount

ix.    Select the checkbox “Tax Applicable” else uncheck if the company  is Tax exempted