Client Information | Scheduled Payments | Transaction Screen
Enter Payment | Reconcile | Process Scheduled Payments

Client Information

The client information screen contains basic information about each client. The Basic tab allows you to enter the main client information including name and address as well as assign the client to mass and/or individual check accounts. The remaining tabs are used for additional demographic, notes, contact and document information.

From this screen, you can also enter scheduled payments, scheduled deposits and other assets for each client.