Add New Enterprise Account

You can create a new enterprise account for a company.

Complete the following steps to add a new enterprise account to Gotransverse:

1. Select Accounts from the Gotransverse application menu .

2. Click New Enterprise Account to open the Account Details window.

3. On the Account Details window, enter the required and relevant information:

   

   New Enterprise Account Details Window

   Required fields are marked with an asterisk.

   • Name* — Enter the name of the company.

   • Tax ID — Enter the EIN or Tax ID number for the company.

   • Tax ID Validated checkbox — Select the checkbox to indicate that the provided Tax ID value has been validated for taxation purposes. This validation information is then made available for integrated tax processors. Clear the checkbox if the tax ID has not been validated.

   • Email Address* — Enter the email address where billing account invoices are sent.

   • Currency* — Select the currency for the account from the list of enabled currencies.

   • Account Category* — Select an account category from the drop-down list.

   • Bill Cycle* — Select a bill cycle for the account.

   • Invoice Type — Select an option for sending invoices to your customer.

     The Overall Invoice Distribution system setting allows you to configure which options are available in this drop-down list. When enabled, the default options are None and Email. Refer to System Settings for more information about how to configure system settings in the Admin application.

     Possible options include:

     • Email: Sends an invoice via email. Before you select this option, ensure the customer has a Primary Email address listed.

     • None: No invoice is generated or sent to the customer. An invoice for the customer still can be viewed when you run a simulated bill cycle or bill cycle.

     • Paper: Generates a PDF invoice you can view, print, and mail.

     • Paper and Email: Generates a PDF invoice you can view, print, and mail. It also sends an invoice via email. Before you select this option, ensure the customer has a Primary Email address listed.

     To send invoices via email, you must enable the Distribute Invoice notification for a single account, a contact category, or all accounts. Refer to Notification Management Module for more information.

   • Payment Terms — Select the payment term for this account from the drop-down list. When Default is selected, invoices use the payment term defined by the account category (refer to Account Categories). If the account category does not have a payment term defined, the default payment term for the tenant is used (refer to Set Default Payment Term).

   • Auto Pay Offset — If the Auto Pay Offset has been defined in the account category (refer to Account Categories), that value displays in the Auto Pay Offset from Account Category field. If desired, enter a number in the Auto Pay Offset field to define the number of days difference between the invoice due date and the date of auto-payments for this account. The default value is 0. A value other than 0 schedules auto-payments on a date different from the invoice due date. For example, a value of -3 sets auto-payment to occur three days earlier than the invoice due date. A value of 0 sets auto-payment to occur on the invoice due date.

   • Tax Exempt checkbox — Select the checkbox to prevent taxes from being added to the invoice. Clear the checkbox to include tax on invoices.

   • Preferred Language — When None is selected, notifications use the language defined by the account category (refer to Account Categories in the Setup application section). If the account category does not have a language defined, the default language for the tenant is used.

   • Minimum Invoice Amount — Enter the minimum invoice amount required before an invoice is issued.

4. In the Custom Fields section, complete any account custom fields available. Custom fields are managed in the Setup application’s Custom Fields Module.

5. In the Addresses section, enter the following information:

   Required fields are marked with an asterisk.

   • Add Address — Depending on your configuration, addresses may or may not be required.

     Select a type of address in drop-down list:

     • Billing Address

     • Shipping Address

     • Service Address

   • Country* — Select a country from the drop-down list.

   • Address Line 1* — Enter the customer's street address.

   • Address Line 2 — Enter additional address information.

   • City* — Enter the name of the city.

   • State* — If the country you selected earlier is the United States, Canada, or Mexico, select the state, province, or region in which the address is located from the drop-down list. For other countries, enter the name of the state, province, or region in which the address is located.

   • Postal Code* — Enter the ZIP code or postal code in which this address is located.

6. In the Phone Numbers section, enter the following information:

   Required fields are marked with an asterisk.

   • Add Phone — Select the type of phone number from the drop-down list:

     • Office Phone Number

     • Home Phone Number

     • Fax Number

     • Mobile Phone Number

   • Country Code — Enter the country code for the contact phone number.

   • Area Code — Enter the area code for the contact phone number.

   • Number — Enter the contact phone number.

   • Extension — Enter the extension number, if needed.

7. Click Next to save the account information and continue to the New Order window. Refer to Create New Order for information on creating a new order. When you create an order for this account, a billing account is automatically created.

The account details of a new account can be configured or edited once the account is added. Refer to Customer Account Details. Refer to Configure Account Details for information on configuring the billing account.

 

 

 

Topic updated: 12/2024.