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How Do I Add Extra Types Of Accounts For Customers?

By default, the system provides three types of accounts for customers:

You may want to set up additional types of accounts for customers. This is common in golf courses where there might be a bar account (using the current debit account), a credit account for use in the pro shop (using the current credit account) and a subscription account to track membership fees.

The Account Types task can be used to add new types of accounts. When you set up a new type of account for customers, the account code must start with MEM, for example MEMSB.

1  

Select the Account Types task from the Main Menu.

 

Figure: Example Account Types Screen

2

Click the New button.
 

Figure: Example New Account Type Screen

3

Enter a code and description for the account type.

4

Select the default payment term.

5

Select check boxes as required.

6

Click the Save button.

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