Navigation: Client Administration > Search for existing Client > Edit Client > Maxup > Add a New Maxup Payment

This guide explains how to add a new MAXUP value-add product to a client's profile.

Before You Begin: Prerequisites

• User Permissions: To add or view MAXUP products, your user profile must be assigned the correct roles by a System Administrator. You will need:
  • Maxup List View (to see existing products)
  • Maxup List Edit (to add new products)

Step-by-Step Guide

1. Navigate to the client's Maxup tab.
2. Click the Add a New Maxup Payment button. A new screen will open for you to add the product details.
3. Complete the fields as described in the reference guide below.
4. Click Save to add the product to the client's record.

Field Reference Guide

This table details each field on the "Add a New Maxup Payment" screen.

Action Buttons

• Save: Click this button to store the new MAXUP product information on the system.
• Cancel: Click this button to discard the new entry and return to the previous screen without saving.