1. Create a New Customer. Label it “New Customer Template” or something unique to your Organization.
2. Load billing types / rates that are standard to your Customers. (If you have Customers on different fee scales, you could create a template for each type).
3. Then, when adding a new Customer, open the template and click on Duplicate Record:
4. Enter all necessary information for the new Customer and save the record.
5. Add rates by navigating to: System Setup > GK Tools > Copy Customer Rates> Copy from Customer: New Customer Template> Select the Customer you just added > Next.
Lastly, go back into the newly added Customer to make sure the rates are listed.