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Account Tab - Customer Record
This document explains the features and fields of the account tab within a customer file.
Topics in this article include
- Bill to
- Contractor License
- Other Info
- Defaults
- Heard about & Assigned to
- Force on Open
- Website, Email, and Credit Card
Bill to
Allows you to enter where billing information will be sent. You can enter the following information Contact, phone, address, city, state, and zip.
Contractor License
Allows you to enter contractor information (License No, Expiration date).
Other Info
User Defined 1 & 2 - These fields are typically used to reference a current integration like Epicor or previous software information or details using an API.
Other Info - You can use this field to add other miscellaneous information to the customer record.
API Link - This field is used for certain accounting integrations to link the customer records between two software systems. This can be used for the Salesforce integration.
Direct Pay Ref. No. - For our Australian friends, we have added the ability to include your B-Pay (or other direct pay option) information on invoices and statements.
Defaults
Contract - Allows you to set preferences for how customers will receive their invoices. Invoices are sent out at the end of the day.
Format - Allows you to select different invoice formats when sending to the customer.
Invoice Send By - Allows you to choose how the customer will receive their invoices, (print, email, fax).
Note: One of these options must be selected. If by email, there must be an email address or fax number set in the top half of the customer record. If no option is selected, the invoice by default will print out.
Statements - Allows you to set preferences for how customers will receive their statements. Statements can be sent out daily or monthly.
Statement Send By - Allows you to choose how the customer will receive their statements (print, email, fax).
Language - Allows you to receive invoices in different languages (English, French, Spanish) plus two undefined fields.
Currency - Allows you to set a default currency if the customer uses a currency different from the store default.
Heard About - Allows you to select how a customer heard about your company from a drop-down menu. From the Program Menu, select Marketing Reports. You will then be able to run a Customer Heard About report.
Operator Assigned - Allows you to assign an Operator to a customer. This is helpful when wanting to have a specific employee handle the customer.
Contract Information - Checking this box will force a display to appear on the open contract to add contract information.
Purchase Order Number - Checking this box will force a display to appear on the open contract to add a purchase order number.
Job Identification - Checking this box will force a display to appear on the open contract to add a job identification (for example, Super Bowl, Expo).
Message # - Allows you to assign a message and have it appear when a new contract is being created or when the customer record window is being closed. The number you can enter is based on the number assigned to the message in Customer Configuration.
Website, Email, and Credit Card
Customer Web Portal - The Customer Web portal checkbox will allow you to give your customer access to your web portal. To use this feature your website must be integrated with your Point of Rental Software.
Don't Send Marketing Email - By checking the box, marketing emails will not be sent to the customer.
Don't Use Historical numbers - By checking the box, historical credit card information will not be stored for the customer. If checked, you will not be able to retrieve previously used credit cards for payment. This option is only applicable if you are credit card integrated (you can take credit card payments within Point of Rental).
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