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National Accounts
National Accounts
- Amber Jones (Unlicensed)
Owned by Amber Jones (Unlicensed)
Overview
The “National Accounts” is used when multiple offices will be interacting with the same customer and the National Account Statements are created. Additional setup is required in the setup module to properly use the national account functionality. For details, please review the National Account Specifications information.
Detail
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National Account Specifications
National Account Specifications
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Setting the Office to the National Account Company
Setting the Office to the National Account Company
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Company
Company
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Setting up your Company for the National Account functionality
Setting up your Company for the National Account functionality
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Setting the Customer type to National Account
Setting the Customer type to National Account
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National Account Statement Payments
National Account Statement Payments
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Carvin Software LLC