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Tax Category Data

To Edit the Customer Contact Tax Category Data, follow the steps below:

  1. Click on the  TAB to open the Tax Category screen for the Customer record
  2. Click the Drop-Down box to select the Tax-Category for the Customer record
    CDR2Cloud - Edit Customer Tax CategoryImage Modified
  3. Click the [Save Tax Category] button to save the changes

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Rate Tables Data

To Edit the Customer Contact Rate Table Data, follow the steps below:

  1. Click on the  TAB to open the Rate Tables screen for the Customer record
  2. Click the Drop-Down box to select the Rate Table for the Customer record
    CDR2Cloud - Edit Customer Rate-TableImage Modified
  3. Click the [Save Rate Table] button to save the changes

 

Authentication Codes Data

To Edit the Authentication Code Data, follow the steps below:

  1. Click on the Image Added TAB to open the Authentication Codes screen for the Customer record
  2. Click the Image Addedbutton for the line of the Authentication Code entry that you would like to Edit 
    CDR2Cloud - Edit Customer Authentication CodeImage Added
  3. Make changes to the Authentication Code data parts as required
    CDR2Cloud - Edit Customer Authentication CodeImage Added

    Info

    For more information on Authentication Codes please see the Authentication Codes topic

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