[Optional] Select Send Invoices with Web Pay option for this customer and I Use Direct Web Pay to have the customer pay directly from the invoice using a credit card.
11
[Optional] Click the Reminder Log tab and create a new reminder and to view reminders created.
12
[Optional] Click the Jobs tab and create a new job for each job you have started or are about to start for the customer. For more information about jobs, see ‘Jobs’.
13
[Optional] Click the History tab and type the dollar value of the sales made prior to your conversion month. You can also type or select the date that the contact became a customer.