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.
- To open up a customer profile, find the customer in the Data Entry window and click Edit Customer.
- In the View and Edit Customer window, click the Quick Configure button.
- 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