Configure Virtual Company

Create and set parameters for each company that will bill and report from BillMax.

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