How to Create an Account in CIM

• Click Add New Account.
• Add a Reference & Complete the Name.
• Link to an existing Profile or Company.
• Complete the Address section, if linked you can choose to use the linked address or enter a custom address.
• Complete / Check the Contact section
• Enter the Payment Terms - Immediate is ticked as a default, if unticked a number for days can be inputted.
• Complete the Misc section.
• Complete the Notes / Payment Plans sections.
• Tick the Credit Facility box & enter the value allowed on the account prior to payment.
• Click Save Changes.

Once saved you can use the Notes tab for internal notes and the Payment Plans tab to add what plan(s) are applicable to that account. These are available when creating the invoice set.