Customer Maintenance

Create a New Customer.

• Click New Customer Button

• In the Customers list, Highlight {New Customer}
• On the Right hand side, backspace and overwrite the text {New Customer} with the Customer Name you wish to add.
• The FMV / Billback checkboxes are used to indicate if this customer needs the FMV or Billback information shown in the audit and inventory reports
• Fill in the rest of the Contact Information fields and click the Save Customer button.
• To Edit or enter this customer's Processing Fees click the Custom Processing Fees button

To Edit an existing Customer.

• Select a Vendor to display all related Customers.

• Select a Customer to Edit
• Type or change the information into the desired fields.
• Click on Save Customer button
• To Edit or enter this customer's Processing Fees click the Custom Processing Fees button

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