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
- 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.
- Once you have filled in the customer information, click OK to save.
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