{% extends 'base.html' %} {% load static %} {% block title %}Create Sub-Account - {{ parent_customer.customer_id }}{% endblock %} {% block content %}

Create Sub-Account for {{ parent_customer.display_name }} ({{ parent_customer.customer_id }})

Back to Parent Account
{% csrf_token %}
Sub-Account Information

Creating a sub-account under: {{ parent_customer.display_name }}

Customer ID will be: {{ parent_customer.customer_id }}-X (X = next available number)

Contact Information
{% if parent_customer.customer_type == 'individual' %}
{{ form.full_name }} {% if form.full_name.errors %}
{{ form.full_name.errors.0 }}
{% endif %}
{% else %}
{{ form.company_name }} {% if form.company_name.errors %}
{{ form.company_name.errors.0 }}
{% endif %}
{% endif %}
{{ form.phone }} {% if form.phone.errors %}
{{ form.phone.errors.0 }}
{% endif %}
{{ form.email }} {% if form.email.errors %}
{{ form.email.errors.0 }}
{% endif %}
{{ form.physical_address }} Pre-filled from parent account. Modify if different. {% if form.physical_address.errors %}
{{ form.physical_address.errors.0 }}
{% endif %}
Service Configuration
{{ form.service }} Select the service package for this sub-account. {% if form.service.errors %}
{{ form.service.errors.0 }}
{% endif %}
{{ form.notes }} Internal notes about this sub-account. {% if form.notes.errors %}
{{ form.notes.errors.0 }}
{% endif %}
Important
  • Sub-accounts operate independently from the parent account
  • Each sub-account has its own balance and service period
  • Sub-accounts cannot create their own sub-accounts
  • All billing and service management is separate

Cancel
{% endblock %}