Creating an account type
- Select Billing > Setup > Account > Account Type.
- Right-click the Account Types node, or a category node, and select Create Account Type.
- Specify this information:
- Account Type
- Specify a name for the account type.
- Owning Entity
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Select the check box for each owning entity that this account type supports.
- Account Number Format
- For each owning entity that you select, specify the account number format that will be used to generate account numbers. For example, you might use a different format for address-based accounts than you do for identity-based accounts.
- Account Detail Page
- Optionally, specify a detail page for the account type.
- Effective Date
- Specify the date the account type becomes effective.
- Color
- Optionally, select the color that will be used to display the total balance for this account type on the Manage Account page.
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Select the attributes for the account type.
See these topics for more information:
- Click Save.
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