How to duplicate a customer?

Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 9:05 AM by Shaikh Mudassir Khalid

Click on the option ‘Finance’ from the left navigation bar.
Click on the option ‘Customer Rates’.
Locate and click on the customer name.
Click on the plus icon ‘+’.
Locate the section ‘Duplicate A Customer’. Fill out the required details in this section.
Locate the field ‘Con Note Fee $’. Enter the desired value.
Locate the field ‘Fuel Levy %’. Enter the desired value.
Locate the field ‘Fuel Levy Grouping’ and ‘Minimum Charge $’. Select and enter the desired value.
Locate the fields ‘Invoice Line Template’ and ‘Job Line Item Description Template’. Enter the desired details in the fields.
Locate the section ‘No third party accounting connection’. Fill out the required details in this section.
Locate the section ‘Default Leg Rates’. Fill out the required details in this section.
Locate the section ‘Customer Additional Charges’. If required, fill out the details in this section.
Select a portal from the top left section of the screen. By selecting a portal, they are provided visibility of jobs with this customer applied.
Click on the button ‘DUPLICATE CUSTOMER’ to create a customer.