Client Management Master Account Management Setting Up Master Account RMR Rates
Setup Master Account RMR Rates (continued)
5. The Setup Services and Rates form is divided into two sections; Services and Rates and RMR Item Summary. Setup is performed in the Services and Rates area. The grid below Services and Rates is used to compile a list of all possible Invoice Items that are typically used when setting up Recurring Lines for a Subaccount for the Master Account.
In the grid area of the Services and Rates section, click on the first blank line and press the drop-down arrow to select the Invoice Item. Tab to the Rate field and enter the default rate that will be used for this Master Account. Continue on to the next line until all the desire Invoice Items have been selected. Press the Save button when finished.
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