How to Start a New Customer Account

1. Click the "New" button in the bottom-right corner of the main Accu-Trax window. The Add New Account window will open.

2. To automatically generate the next available account number, hit the tab key twice. If the account needs a specific number rather than the next available, one may also be typed in by hand.

NOTE: To learn how to configure shortcut buttons that will automatically generate account numbers, as well as set default Customer Types, Account Statuses, and Bill Codes, see Account Shortcut Setup

3. Enter the Name, Billing Address, and Contact Information of the account holder.

NOTE: Clicking the magnifying glass button to the right of any text field will open the primary search with that same information automatically populated.

NOTE: Use 'Validate Address' to verify address in USPS Address database.

See Billing Address Validate for more information

4. Set the account's Customer Type, Start Date, Status, Bill Code, and Bill Method

Customer Type: User-configurable labels to improve searching/organization.
Start Date: The first day the account is considered active. Addresses & Services cannot be added to an account before this date.
Status: The status that will become active on the account's Start Date. Only active statuses are allowed as an account's very first status.
Bill Code: Controls the billing behavior for the new account.

NOTE: To learn more about Bill Codes and how to configure them to ensure proper billing behavior, see Bill Code Setup

Bill Method: Controls whether an account should receive printed bills, emailed bills (requires a valid email address), both, or neither.

5. Click 'Save' to complete account creation. Service Addresses & Services can now be created for the account.