Creating a New Trading Partner Profile

From the Profile tab of the Administration screen, complete the following steps to create a trading partner profile.

From the Administration menu, click Create Profile tab. The Select a Profile screen is displayed.
Complete the following steps per section:

SECTION	STEPS TO COMPLETE
In the TRADING PARTNER PROFILE NAME section:	Key in the name you wish to give your new profile.
In the TRADING PARTNER PROFILE MAIN ADDRESS section:	a Key in all required fields to identify the street address of your new profile. b Key in any optional fields, as desired.
In the MY SENDER/RECEIVER CODES section:	a From the drop-down menu, select the code qualifier (if desired). b Key in the required Code for the qualifier selected.
In the CONTACTS section:	a Click Add New Contact... b Key in the name title, and phone number of the contact for this profile. c Click Save.

Perform one of the following:

If you wish to...

Then:

send invoice to an existing payment account

a Enable the radio button of the payment account to which you wish to be invoiced for this profile

b Click Select and Continue...

create a new payment account

a Click Add a new billing account

b Key in all fields as required/desired.

c Click Save Payment Account.

RESULT:

You have successfully created a new trading partner profile.