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Clients Tab

Note: Before you can effectively manage your clients, you must first capture all merchant settings and billing rules as described under Merchant Tab.

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The Clients tab allows you to configure and manage your client profiles. This includes the adding, modifying and viewing of client data, as well as the management of client contracts and charges.

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The following options are available from the Clients tab:

  • Client Management
  • Contract Management
  • Charge Management
  • View Notes
  • View Deactivated Clients

You can also create and manage the following Contract Parameters:

  • Sales Consultants
  • Charge Groups
  • Contract Templates

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  • James Browning
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