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Client Accounts

Client Accounts

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

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The Client Accounts screen is used to store information a client's accounts.


 Opening the Client Accounts Screen - Click here to expand...
  • From the Client menu, select Accounts.
  • From the sidebar, select Client then Accounts.



 Adding an Account - Click here to expand...
  1. Press the New button. The Account dialog will be displayed.



  2. Enter the account details.
  3. Click the OK button.

The account information can be used in mail merge document to create Direct Debit forms