Changes to a Customer Setup

Your Details

Name*

Email*

Customer Details

Business Name*

Entity the customer belongs to*

KIS Transport
KIS Corporate

Changes to be made*

Sales Rep
Account Manager
Financial Year
3rd Party Fee
Account Service Fee
Account Category
Business Name
Other

If you are requesting to change a Sales Rep or Financial Year you must get your customer to fill in the Update Account Details form, prior to submitting this form.

Change Sales Rep from*

Change Sales Rep to*

Change Account Manager from*

Change Account Manager to*

Change FY from*

Change FY to*

Has the customer filled in the 'Update Account Details' form?*

Yes
No

Change 3rd Party Fee from*

Change 3rd Party Fee to*

Change Account Service Fee from*

Change Account Service Fee to*

Previous Account Category*

New Account Category*

New Business Name*

If 'Other', please state the change to be made*

Explain the reason for the change to this customers setup*

Changes to a Current Customer

Your Details

Customer Details

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