...
- Click on the TAB to open the Contact screen for the Customer record
- Update the Contact data as required
- Click the [Save Customer] button to save the changes
...
- Click on the TAB to open the Tax Category screen for the Customer record
- Click the
- Click the [Save Tax Category] button to save the changes
...
- Click on the TAB to open the Rate Tables screen for the Customer record
- Click the
- Click the [Save Rate Table] button to save the changes
...
- Click on the Customer customer record TAB to open the Authentication Codes screen for the
- Click the
Make changes to the Authentication Code data parts as required
Info For more information on Authentication Codes please see the Authentication Codes topic\Click the [Save Rate Table] button to save the changes
- Click the [Save Auth Code] button to save the changes
Plan Data
To Edit the Plan Data, follow the steps below:
- Click the TAB to open the Plans screen for the customer record
- Click the Drop-Down box to select the Plan for the Customer record
- Click the [Save Plan] button to save the changes
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