Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

Adding a Subaccount to a Master Account (continued)

12.  RMR tab - This form is used to setup any recurring lines that will be invoiced for the System.  Fill in all required and optional fields according to your company's policies and procedures.   When finished, click on the Custom Fields tab.

3330

Back to Master Account Management

Previous Page                                        Page  11 of 13                              Next Page