Client Management                               How to Create a New Customer

Creating a New Customer (continued)

RMR Setup

Once all information is entered on the System Setup form, you will then enter information on the RMR form (read the information below prior to creating recurring lines); click on the RMR tab.

5.  If this is a new System installation, and a new Job is going to be created for the installation and the Recurring will be activated and invoiced on a Job invoice, do not set up Recurring Lines on this form.  Proceed to step number 6.

If this is a System that is already installed (Reactivation or Re-sign situation) and new Recurring will be activated, and the Recurring will be activated and invoiced on a Job invoice, do not set up Recurring Lines on this form.  Proceed to step number 6.

If this is a System that is already installed (Takeover situation) and new Recurring will be activated and a Job will not be created for activating the System, the User will create the necessary Recurring Lines on this form.

Note:  Recurring Lines do not have to be setup during customer creation.  If it is the policy of your company to have a different staff member setup the recurring lines at a later time,  you may do so according to your company policies and procedures.

The RMR form will be displayed.  The RMR form is divided into a two-tier data entry form.  The upper area of the form is used to enter the information for new Recurring Lines.  When the Add button is clicked in the upper tier, the Recurring Line is displayed in the grid area of the lower tier of the RMR form. Make selections in the required fields and other optional fields according to your company's policy and procedures.  You may add as many recurring lines as necessary.

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