Required for Billing: Creating and Editing Accounts

The company and its address are entered in the Customer Relationship Management (CRM) portion of Broadsign Ayuda.

Account information is a mandatory requirement for billing.

Note: In Broadsign Ayuda's web interface, the term account is often used to represent advertisers, agencies and lessors. Be aware of the type of account and context when discussing accounts with your colleague.

To search for an account:

  1. Log into Broadsign Ayuda and select Juice.
  2. Click CRM, and then Accounts.

    3. This presents a filter search screen for searching for an account record.

To create an account:

  1. In Juice click CRM and then Accounts.
  2. Click the icon.

    3. This presents the Add Account dialogue box.

    Mandatory information includes:

    • Name
    • Code
    • Type

  3. Click Save Changes.

    4. Once the account is created it will be important to ensure that contacts and addresses are added to it.

  1. Locate the account using a filter search.
  2. When found, click the Account Name.

    3. This presents the account record's Basic Info screen.

  3. Within the account record, click the Addresses tab in the navigation bar on the left.

  4. If there is no address entered, click the icon.

    5. This presents the Add Address dialogue box.

  5. Enter the following Mandatory information:
    • Type – Headquarter, Mail, Payment and Remit.
    • Address 1 – Enter the civic address
    • Town / City – Enter the municipal region
    • Postcode – Enter the postal zone
    • Country – Select a country
    • State – Select a state, provide or other region
  6. Click Save changes.

Rather than clicking the icon to add a new address, locate an existing address by using the filter search. Then, click the button to make the address for this corporate record editable.

There is a hierarchy of type for both Contact and Address in the Broadsign Ayuda system for invoicing purposes. The system prioritizes Payment type by default in the invoicing wizard. If there is no Payment type set for the Contact and/or Address, the system chooses the Mail type; if that is not present, Broadsign Ayuda selects the Headquarter address for payment.

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