Creating an Account

Creating an Account

To create an account in Cornerstone go to the Customer Icon>Click INSERT
  1. Enter the customer name. For Commercial accounts enter the business name in the 'Customer Field.' For Residential accounts enter the last name in the 'Customer Field.'
  2. Enter the Address information for the account. If there is a separate Bill-To address you can enter that in the “Other Bill- To” field.

  3. Choose the customer type: Residential or Commercial by clicking on the “Type” drop down box.
  4. Enter contact information

  5. If the customer has an email address you can enter it under the Email/Misc Tab. The Primary Email Address is the email that will receive copies of invoices (if selected in the recurring charges).
  6. Click on “OK” to save the customer information.

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