Accounts
How to Setup each part of Accounts
6 articles
- How to Create an AccountStart creating Accounts to create Orders and store contact details and invoices with them.
- How to Create a ProspectCreate a Prospect
- How to Create a ContactCreate Contacts and Use them as Bookable Resources
- How to Create a PlaceCreating site addresses and much more...
- How to Use On Stop AccountsWhat are on Stop Accounts and How to Use them
- Setting Surcharge Groups via AccountsWhen that account is linked to an order, the order's surcharge groups will automatically be populated based on this setting.