Enter a customer number of up to 50 alphanumeric characters or select an existing record from the Lookup to edit or delete. The customer number is the identifying number used on the customer record, functions as a sort option, and appears on Accounts Receivable reports and statements.

You must enter information in this box before you can save a new customer record.

Select this check box if this customer account is inactive. If this box is checked, this customer record cannot be copied to another company.

This field is only visible if you selected the Show Prepaid Quantity Amount check box in Module Preferences. The label of this field matches the label you entered in the Title field in Module Preferences. It shows the quantity of prepaid service available that you chose to be included in this total (i.e., the Include in Prepaid Available Total check box is selected on the Non-Inventory Code that was sold to this customer).

The quantity is updated when you save a type 8 adjustment transaction in the AR Enter Payments/Adjustments window or save a Non-Inventory Code sale.

Enter a customer name of up to 50 alphanumeric characters. The customer name functions as a sort option for Accounts Receivable reports.

You must enter information in this box before you can save a new customer record.

This check box is only enabled if you have security rights. Select this check box if you want customer charge transactions to automatically create an Accounts Payable bill in another organization when you post. When you select the check box, the organization drop-down will appear so you can choose which organization the bill should be created in. Only the organizations that have Accounts Payable installed will show.

If you select this check box and save the customer record, a vendor named with the organization you’re currently in will be created in the organization you select from the drop-down. If this vendor already exists in the organization you selected, you will get an error message. The vendor information is based on the AP Default Vendor template and the Company Information window in Controller.

When you post a customer charge for this customer, a bill will be created and posted in the Accounts Payable organization you selected and ready to pay in the AP Adjust/Pay Bills window.

The name in this field autofills from the primary contact you enter on the Contacts tab.

The telephone number autofills from the primary contact you enter on the Contacts tab.

The alternate number autofills from the Cell field of the primary contact you enter on the Contacts tab.

The fax number autofills from the primary contact you enter on the Contacts tab.

The email address autofills from the primary contact you enter on the Contacts tab.

Select the OE/POS History button to view the customer’s sales history information in the Customer History Information section of the window.

In the grid that appears, you can drill-down to the customer invoice to print from history by double-clicking the line item you want to view or by highlighting it and pressing ENTER. When you finish viewing the customer’s sales history, select the Continue button to return to the tab view.

Select this button to view the Sales Profit Margin Report for this customer. After the report appears, you can print it for future reference or close it to return to the AR Customers window.

This button is only enabled if you set up integration to PayPal in Controller and you are in Edit mode for this customer. Click this button to open the Automated Payment Collection window where you can set up the email address to send invoices for this customer.

If you are entering a new customer, enter a balance forward if necessary. If you are accessing an existing customer, this field appears as Due and reflects the current amount owed on the selected customer’s account.

This field displays the date the customer record was first created and appears on the Master Report.

Enter an existing AR Code or use the Lookup to select a code. AR Codes are used to direct posting of Accounts Receivable transactions and Sales invoices to the General Ledger accounts you specify, determine whether the customer account is an open item or balance forward type, and determine how the customer record will age, which determines whether an account is current or past due.

You must enter information in this box before you can save the customer record.

Enter an existing Type Code or use the Lookup to select a code. The Type Code helps differentiate groups of customers. For example, you might create a Type Code called "RETAIL" for retail customers.

This field only appears if you are integrated to AvaTax. If this customer has tax exempt status, enter the number here. If you enabled the ECMS system in AvaTax, leave this field blank.

This field only appears if you are integrated to AvaTax. If you selected an Entity Use Code from the drop-down in the Tax Rules section in your AvaTax setup, enter the corresponding letter code here. For example, if you selected G) Resale, enter G here. If you enabled the ECMS system in AvaTax, leave this field blank.

This field only appears if you are integrated to AvaTax. If this customer has a VAT (value added tax) ID number, enter it here.

This date field only appears if you entered a label for it in Module Preferences. The date defaults to the date the customer was created; enter the date you want to track for this customer.