Administration > Add Accounts

What do you see?

The Add Accounts screen allows you to add more accounts to your customer profile. This functionality enables you to group multiple accounts under a single Enterprise ID within the system.  

• Fields and buttons

  Field	Description
  Account Number	In this fields, you enter the unique, company-assigned identifier for the account you want to add. This number appears at the top of the monthly invoice, just under the name.
  Bill Date	In this field, you enter the date on which the bill you are using was issued. If this date appears on the bill, you will find it in the top right corner, just above the account number.   Note: Use the date format MM/DD/YYYY. For example, you would enter February 28, 2003 as 02/28/2003.
  Total Amount Due	In this field, you enter the amount owed for the bill you are using. This number appears prominently in the middle of the bill.
  Invoice Number	In this field, you enter the unique identifier assigned to the invoice you are using. If this number appears on the bill, it will be in the top left corner, just under the date.
  	If you have a CSV file containing the information for multiple accounts you wish to add, click this button.  A dialog box will appear, allowing you to navigate to the file's location on your computer.
  	Click this button to save your entries and proceed to the Confirmation screen.

• Fields and buttons

  Field	Description
  Account Number	In this fields, you enter the unique, company-assigned identifier for the account you want to add. This number appears at the top of the monthly invoice, just under the name.
  Invoice Number	In this field, you enter the unique identifier assigned to the invoice you are using. If this number appears on the bill, it will be in the top left corner, just under the date.
  	If you have a CSV file containing the information for multiple accounts you wish to add, click this button.  A dialog box will appear, allowing you to navigate to the file's location on your computer.
  	Click this button to save your entries and proceed to the Confirmation screen.

Note:  You must be a current customer, and have the paper invoice for each account you wish to add.

Tools

The following tool icons are available from this page:

What do you want to do?

You can perform the following tasks from this page:

• Add more accounts