Overview of Quick Configure settings

When setting up a new customer you can use the Quick Configure option under the customer’s profile to set up several of the most common kinds of accounts.

  1. To open up a customer profile, find the customer in the Data Entry window and click Edit Customer.
  2. In the View and Edit Customer window, click the Quick Configure button.
  3. You can now choose to configure the account for one of the following options:
    • Monthly EFT
    • 1 Month Prepaid
    • Annual Prepaid
    • 10 Punch Card
    • 5 punch Card
  4. Note that once you choose a configuration you will need to configure it manually to change it to a different type. This prevents important account information from being overwritten.
  5. Once you have filled in the customer information, click OK to save.

 

 

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