Client Management                               How to Create a New Customer

Creating a New Customer/RMR Setup (continued)

Correcting RMR Errors

If the User has clicked the Add button and realizes an error was made and wants to re-enter the Recurring Line, the previously added Recurring Line must be deleted.  To delete a Recurring Line, highlight the Line to be deleted in the lower area of the RMR form, then click the Delete button in the upper tier of the RMR form.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Previous Page                                        Page  22 of 24                              Next Page