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A customer can now be marked as a Pay To Only customer.

From the Customer Edit Screen:

 

1. Select the Account tab from the General menu.        

          

2. Here you can select how the account should be set up. You can now mark a Customer as “Pay To” only when you select only the checkbox.
3. Select Save.

From the Buy screen:

1. Choose Customer Ticket to start a ticket.
2. Search for and select the customer that you will ultimately pay to. When selected, you will see this message pop up to remind you to add the driver as a customer on the ticket as well.

   

   1. If you need to add the driver as a customer on the ticket as well, choose Yes.
   2. If the Pay To and the driver are the same, choose No and continue as usual.
3. If you select Yes, you will be directed to the Customer search screen.
   1. The Customer Lookup screen will be prepopulated with customers that are listed as Pay To in the customer master (they are designated with a star on the Customer Tile). You can also search for any other customer as normal.

      

4. When you complete the ticket and pay it, you will see both the driver and the Pay To customer listed on the ticket.

   

 

 

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