Creating Corporate Accounts

Within the Accounts module, you will find property tools to manage Corporate Accounts, Travel Agent Accounts, Unit Owner Accounts and House Accounts. The accounts section of the software provides an area to update corporate guest’s information, manage revenues and expenses generated from the accounts, and produce account statements.

• Select the Accounts module on the main menu
• Select the Account Type that you would like to create
• Select New Account at the bottom of the screen

• Enter all mandatory fields indicated in red:
  •  Account Name
  •  Enter Account Number (0001 if not known)
  •  Market Segment (if made mandatory during setup)
  •  Referral (if made mandatory during setup)
  •  First/Last Name
  •  Phone
  •  Address
  •  City
  •  State
  •  Postal Code
  •  Country
  •  Email Address (Optional)
  •  Tax Exempt (Optional)
  •  Tax Exempt ID # (Optional)
  •  Bill Type (enter payment information, e.g. credit card, check, cash, etc.)
• Check Use Mailing Information box, if mailing Information is the same as Billing Information.
• For Credit Cards – enter card expiration date
• Billing Notes – enter credit card CVV code
• Click on Save
   

Attachments (1)

blobid1.png
28.4 KB