Company Information
Company Profile
Company Name - (REQUIRED) Enter a unique company name that you use. Since you can have as many companies as you wish you must make sure each one is uniquely different, otherwise you will receive an error when you try to save the information.
Date Company Added - (OPTIONAL) Enter the date you added the company to the database.
Last Name - (OPTIONAL) Enter the Last Name of the Company Point of Contact.
First Name - (OPTIONAL) Enter the First Name of the Company Point of Contact.
Title - (OPTIONAL) Select from the drop down the title of the Point of Contact.
Phone # - (OPTIONAL) Enter the phone number for the Company. Formatting the phone number is left up to you. The value will be stored in the database in the same format that you have entered it in this field.
Fax # - (OPTIONAL) Same as Phone #.
Cell Phone # - (OPTIONAL) Same as Phone #.
Email Address - (OPTIONAL) Enter the email address you wish customers to use when contacting the Company.
Website Address - (OPTIONAL) Enter the companies website address. It can be entered with or without the http:// prefix. (Both http://www.bls-software.com and www.bls-software.com are acceptable.)
Make Default Company - (REQUIRED) If you are planning on using this Company as the default company then check this box. You make change the default company at any time (if you have multiple companies) by opening the company update screen for the company you want to be the default one and checking the box. This will uncheck any other companies that might be checked and make it the default company. The default company is the company that will automatically open when you start Invoice! WinPro.
User Id - Enter a unique user id for the Company POC. If you intend to have users logon you must enter a value here otherwise you will not be able to add users to the security database.
Address Information
Address 1 - Address 3 (OPTIONAL) Enter the Company Address Information.
City - (OPTIONAL) Enter the Companies City.
State - (OPTIONAL) Enter the State in which the Company resides.
County - (OPTIONAL) Enter the County in which the Company resides.
Country - (OPTIONAL) Enter the Country in which the Company resides.
Postal Code - (OPTIONAL) Enter the Companies Postal Code (Zip Code).
Merchant Account Information
Use Merchant Account for Credit Cards - Check this box if you have a Merchant Account with Innovative Merchants. This will allow any credit card transactions to automatically be credited via the gateway. (Note that Login and Password are disabled unless you check this box.)
Login - (REQUIRED) Enter the Login (User Name) you were assigned from Innovative Merchants.
Password - (REQUIRED) Enter the Password you were assigned from Innovative Merchants. The password is case sensitive make sure you enter it correctly.
Buttons
Save - Saves any changes you made and returns to the Main window.
Cancel - Cancels any changes you made and returns to the Main window.