Difference between revisions of "Main Page/Billing Rating FAQs\Account Securities"

Latest revision as of 15:29, 17 February 2016

Creating Account Securities

• There are two steps to creating an account security.
• You must first create an account security type.
• You can then add an account security to an account.

Creating an Account Security Type

The first step in configuring the Securities section is to create Security [Products]. These products will have specific attributes that, when used, will enable them to be used by the Account Security feature(s).

Nav: Product > Product Management > Create New Product
Creating Products is covered extensively in the Products section of the Emersion Wiki.
The following attributes need to be set:

• the Product Category is Security.
• enter a price in the default or custom price book
• Set the product to be a Billable Item.

After the products are created, you can create new Account Security Types and link them to your products.

Nav: Admin > Security Type.
The page will show you a list of security types that exist.

• Click the Create New Account Security Type button.
• Find and select your Product.
• Enter a deposit amount in $ in ex-tax. If you want to enter an amount inclusive of tax, check the inc tax checkbox..
• Enter an optional description.

Adding a New Security to a Customer Account

• Now that you have your Security Type setup you can start using it.
• Navigate to Finance -> Securities OR Navigate to the Account, then the Account Security Tab.

• Click Create New Account Security

• Choose the Security Type, a price and a description. You can either use the default price or you may override it if you wish.

• After this you will see a ledger cardline has been created:

Returning the Security to the Customer

• When the time is right you will want to return the Bond to the Customer, where appropriate. Navigate to the Account-> Account Security Tab -> Click Submit Return

• When this is done, it will create a credit cardline.