To add new account types to your site, go to Admin Menu - My Lists, and select "Account Types" from the drop down. Then, click "Add New."
Enter a Name for your account type, which will be listed in the left column once added. This can match up to your membership types.
Default Type for New Accounts: When you are creating a new account, you can set this (or another) as the default type.
Is Organization: If this is checked, the account will be formatted slightly differently to be optimized for organizations.
Is Membership Category: If you would like to run membership reports in Admin Menu - Reports, and want this account type included, make sure to check this selection.
Batch Bill Amount: To give this account type a specific value that everyone is charged when adding a batch bill, enter that amount here. If you do NOT bill everyone in each account type the same amount, leave this at zero and it will NOT be included when billing by account. For more information about batch billing, click here.
Goal Only Account: Used in the fundraising system. This can be marked as a fundraising-only account type.