Customer information may be entered or edited in the Lockbox System by Selecting:

1. Lockbox, then
2. Customers.

Then selecting either "New" to enter new customers or "Edit" to edit existing customer information.

Check Writer Information: The Routing/ABA number and Account number fields are not locked here and can be edited. You can enter Check Writer information such as: Name, Address, City, State, Zip Code, Phone number and an Internal Account Number.

Amount: For your convenience you are able to enter a reoccurring amount. This is useful if the check writer is paying down a balance. If a reoccurring amount is entered, you still have the ability to overwrite the reoccurring amount or you may leave it blank.