Create Account

In Younium, Accounts refer to entities such as Customers, Resellers, Prospects, or Subsidiaries. Accounts must be created to be used in Quotes, Orders, or Invoices.

Follow these steps to create a new account:

1. Navigate to the "Accounts" Section

   • Go to the "Accounts" section in the system.

2. Click the "Create Account" Button

   • Fill in the following details:

   • Name: Enter the client's name.

   • Account Type: Select the appropriate customer category if applicable.

   • Currency: Choose the currency in which the client will be charged.

   • Payment Term: Define the number of days from the invoice date until payment is due.

   • Organization Number & Tax Registration Number: Enter the relevant identification details.

   • Invoice delivery method: Specify how invoices should be delivered to the client.

   • Invoice Email: Provide the client’s email address for invoice delivery.

   • Invoice Address:

     • Click the plus button and enter the client’s invoice address.
     • This address will appear on invoices and is mandatory for processing invoices.
     • The country associated with the address determines applicable taxes based on the tax template.

   • Delivery Address (if different from Invoice Address): Enter an alternative delivery address if needed.

   • Our Reference & Your Reference: Provide reference details if applicable.

   • Invoice Template & Invoice Batch Group: Select these options if required.

   • Custom Fields: Complete any additional required fields.

3. Click "Create Account"

   • Once all details are filled in, press Create Account to finalize the process.