Add New Personal Account

You can create a new personal account that includes a single account holder. This account does not include a Tax ID.

You can add a billing account to a customer account, either personal or enterprise, during the creation process by creating an order. You can also create a new billing account for the customer account later by creating a new order (refer to Create New Order).

Customers, accounts, and orders can also be created in the Customer Billing application. Refer to Customer Billing for more information.

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

  1. Select Accounts from the application menu , then click Account Search in the left pane.

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

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

    New Personal Account Details Window

    New Personal Account Details Window

    Required fields are marked with an asterisk.

    • First Name* — Enter the customer's first name.

    • Middle Name — Enter the customer's middle name or initial.

    • Last Name* — Enter the customer's last name.

    • Suffix — Enter a suffix for the customer's name (for example, Jr.).

    • Company Name — Enter the name of the company associated with the individual.

    • Title — Enter the title of the individual at the company.

    • Department — Enter the company's department to which the individual belongs.

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

    • SSN — Enter the social security number of individual.

      For security purposes this box displays only the last four digits of the customer's social security number.

    • 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 Term — Select the payment term for this account from the drop-down list. Select Default to use the payment term defined by the account category.

    • Auto Pay Offset — Enter the number of days relative to the invoice due date to process an auto-payment. For example, a value of ‘-3’ means auto-payment occurs three days earlier than the invoice due date. A value of ‘0’ means auto-payment occurs on the invoice due date.

    • Tax Exempt checkbox — Select the checkbox if the customer does not pay tax on orders. Clear the checkbox to charge tax on orders.

    • Preferred Language — Select a language from the list of enabled languages that will be used for customer notifications.

    • 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 required and relevant information:

    • 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 — If the customer's street address is longer than one line, continue the address in this box.

    • 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:

    • 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 itself.

    • 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.