Objective: Create entities for different revenue scenarios: one for invoicing (Client) and one for a one-time cash receipt (Other Name).
1. Add a Client: Navigate to Lists > Entities > Clients. Click New (+).
◦ Name: “County School District”
◦ Client Number: “CSD-001”
◦ AR Account: Select your standard Accounts Receivable control account.
◦ Terms: Select “Net 30”. Click Save.
2. Add an Other Name: Navigate to Lists > Entities > Other Names. Click New (+).
◦ Name: “Local Rotary Club” (Assume they gave a one-time unsolicited gift not requiring a pledge or invoice).
◦ Type: Organization. Click Save.
3. Link an Entity: Go back to Lists > Entities > Clients. Click New (+).
◦ Click the Existing Entities tab.
◦ Find “Local Rotary Club” in the list (using the filter if necessary). Select it and click OK.
◦ Enter a Client Number (e.g., “ROTARY”) and select an AR Account. Click Save. You have now linked this organization as both an Other Name and a Client.