Create A New Account
This tool is used primarily to create an account for a customer that has no BHPH accounts. However it does have other uses that will require assistance from a ComSoft team member. Call 919-851-2010
1. Click on BPHP, Click on New BHPH Account
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2. Click Customer to add Customer information
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3. You can find the customers name by options from drop down box. It will default when opened to Last Name
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4. Type customers last name in Find With box. If customer has not been in your system before a box will pop up to
put enter full name.
Enter full name and click OK
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If the customer has been in your system before, see below. Choose desired customer, then click OK
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If desired customer is not in the list, click Create New Customer
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5. Click Customer to verify/edit information
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6. Type in appropriate information. Enter zip code prior to the city and state and a City-County box will pop up.
Click on the correct City and county combination, Click OK
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It will then enter the city, sate and county
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7. Click Vehicle Insurance tab to enter appropriate information
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Click Insurance Co's button to view a drop down list (this will only appear if you have created a drop down list in
your default settings. Click on your desired choices
The fields can be typed into without picking from the drop down menu
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8. Choose account type, Click Add Item, type in control number and amount
Use drop down arrow in Item, Vendor and Bill Ledger Account
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Additional items can be entered by clicking Add Item
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9. Type in a more detailed description into Finance Description field if desired.
Select Note Type from drop down menu
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Enter date note created and first payment date.
Enter total amount of item(s)
Use drop down arrow for AR (accounts receivable)
DO NOT check Existing account without first speaking with a ComSoft team member
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10. Use drop down menu to choose deal type
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11. Enter Term - number of payments to be made
Enter Interest Rate, if none, leave at zero
Use drop down menu to choose frequency of payments
Click Calculate for payment amount
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Note: Check Rule of 78s box to make payments calculate per those parameters
12. Click Save & Close
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