Client Management How to Create a New Customer System Setup System Setup Details

Creating a New Customer (continued)

System Setup (continued)

Cycle Purchase Order

Cycle P.O. – If your customer has issued your company a Purchase Order that must be referenced on all Cycle invoices only, enter the Purchase Order number in this field.  If an entry is made into this field, the next field, Expiration Date is required.  Up to 20 characters may be entered into this field.  This is an optional field.

Expiration Date – If a Cycle P.O. number was entered in the previous field the User must enter a date on which the Purchase Order will expire.

Once all information is entered on the System form, click on the RMR form to set up Recurring Lines.

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