Articles
Add Additional Bill To's
When a new customer is created, the information entered in the Primary Bill To Information section of the Customer Information tab automatically creates a Bill To record for the customer. If additional Bill To Names/Address need to be set up for...
Add Additional Sites
When creating a new customer, one Site is created in the process. If the new customer has more than one site, follow the process below. Additional Sites may be added to a Customer at any time. 1. From the Customer Explorer, highlight the Sites me...
Add Additional Systems
When creating a new customer, one System record may be created in the process. If the new customer has more than one system, follow the process below. Additional Systems may be added at any time. 1. From the Customer Explorer, highlight the Sys...
Add Customer Recurring
To add new recurring to a new or existing customer, follow the steps found under RMR Management/Create a New Recurring Line . ...
Additional Data Entry Overview and Topics
Once a new customer has been saved, there is additional data entry. Click on the links below for information on each topic. Customer Items Site Items Add Additional Bill To's Add Additional Sites Add Additional Systems Add Customer Recurring...
Customer Items
Customer Items is an option that is available when editing an existing Customer. This option is used to create a list of Invoice Items with a default sales price to be used when that Invoice Item is selected on invoices created for the customer or ...
Site Items
Site Items is an option that is available when editing an existing Customer Site. This option is used to create a list of Invoice Items with a default sales price to be used when that Invoice Item is selected on invoices created for the customer’s ...