Configure Virtual Company
Create and set parameters for each company that will bill and report from BillMax.
- Select .
- If a data import was completed for your company, select the highlighted underlined number of the Virtual Company. Otherwise, select New
- Enter the address fields. The highlighted fields are required.
- Enter an Administrative contact. The Email will be contacted for critical errors and BillMax generated system notices.
- Enter a Billing contact. The bills will be sent from this Email. Who do you want your customers to reply to?
- Choose a logo file in Upload New Logo. This logo will appear on the documents that are sent to your customers.
- Other settings are defaulted to common selections. Review and update as desired.
- Select Save.