Follow the steps below to open an account manually:

  1. Navigate to the Accounts menu item.

  2. Click Add New in the top-right corner of the tab.

  3. Type in a Client’s name or email to find the Client you want to open an account for (An existing client is required. If the Client is not registered yet, see How to create a Person profile and How to create a Company profile for details).

  4. Type in the account name in the Name field.

  5. Select the type of the account from the Type drop menu.

  6. The fee activation date is optional. Fill in if a Price list is present, see Price lists for details.

  7. Click Create to confirm the account opening. An internal account number will be generated.

Related pages

Accounts
Persons
Companies