Add New Entity

Client Name:

Entity Information

Entity Name: Entity Status:

Billing Information

Billing Group:
(create new billing group)

Billing groups are created so that a given set of entities can be billed under one invoice.

(create new entity group)

Entity Groups are for use when a client wants to group up entities for security/user access

Renewal Month: *

Common Renewal Month for Invoicing: (default is "Yes")

By default all invoices for this entity will renew on the same month.

(default is "Not Checked")

By defaul all entities are considered to be consolidated billing, meaning all invoices under this entity will be wrapped into one invoice for renewals.

 

Pro Rating: *

Any new or additional Units will be billed with a prorated amount on this value either on the initial invoice or on the renewal invoice.

RA Initial: RA Renewal: ID Initial: ID Renewal:

*
Partner:
 

URA Sales Person:
 
 
 
 

Service of Process Settings

Address Information

 
Client Contact Information
First Name: Last Name:
Title:
Office Phone: Office Fax:
Cell Phone: Home Phone:
Email Address: Secondary Email Address:
Web Site:
Address 1: Address 2:
City: State: Postal Code:
Country:
  Check this box if Client Contact Address is the address for Service of Process, Principle, Billing and Correspondence
 
Principle Business Address
First Name: Last Name:
Title:
Office Phone: Office Fax:
Cell Phone: Home Phone:
Email Address: Secondary Email Address:
Address 1: Address 2:
City: State: Postal Code:
Country:
 
Initial Billing Address (Use Service Office Address As Initial Billing )
First Name: Last Name:
Title:
Office Phone: Office Fax:
Cell Phone: Home Phone:
Email Address: Secondary Email Address:
Address 1: Address 2:
City: State: Postal Code:
Country:
 
Renewal Billing Address
First Name: Last Name:
Title:
Office Phone: Office Fax:
Cell Phone: Home Phone:
Email Address: Secondary Email Address:
Address 1: Address 2:
City: State: Postal Code:
Country:
 
Corespondence / Mailing Address
First Name: Last Name:
Title:
Office Phone: Office Fax:
Cell Phone: Home Phone:
Email Address: Secondary Email Address:
Address 1: Address 2:
City: State: Postal Code:
Country: