Adding a Customer
To ADD A CUSTOMER and the customer’s draft information, access ADD NEW CHECKS and click on CHECKS BY RECURRING DEBIT.

The following screen will appear:

Enter the appropriate information for the customer as shown in this example.


Click on SAVE CUSTOMER.

The following window will appear:


Fill in the boxes in the ADD RECURRING MONTHLY DEBIT fields.
(If this is a recurring debit with an infinite membership, use a distant End Date such as 11/3/2050.
If this is a one-time debit, type in an End Date 4 or 5 days in the future of the Start Date –
to accommodate for weekends and holidays.)

See the following example:


Click on SAVE DEBIT.

The following screen will appear:


You can now access this complete record by clicking on CUSTOMERS: VIEW RECURRING DEBIT BY DATE.

back to the help main