Configure Customers

Overview

The "Configure Customers" dialog permits entry or update of customer information. After entering customer display values the "Save" button is pressed to validate and save entered data. Multiple addresses may be assigned to a customer via the "Address" panel. Click the "Delete" button to delete the currently selected customer and all related address and note information. The "Delete Address" button deletes the currently selected address record of the customer.

Entry tips

Type "?" in a promptable line edit and press TAB to view and/or select a code value. Click on the desired code in the related selection display to select the code value.

Customer

The "Customer" panel permits selection or creation of a new accounts receivable Customer. Type an existing customer to retrieve or type "new" to create a new customer. Alternatively, type "?" to select from a list of existing customers. Click "Save" to save customer changes or "Delete" to delete the current customer.

Address

The Address page permits selection or creation of address information for the customer currently selected on the "Customer" panel. Multiple address records may be created for a customer. Address number one is required for an active customer. Alternate customer addresses may be necessary for bill to or ship to addresses in custom billing modules, etc.

Select an address number from the "Address number" combo box to add or change the address. Type address information and press "Save address" to save changes. Press the "Delete Address" button to delete the currently displayed address number. When a new address is created the Name value for the address will default from the Full name on the "Customer" panel. This name may be changed for the address in order to create an "in care of" or alias name for this customer related to the new address.

NOTE: You can setup customer address numbers to enable identification of bank transactions (cash receipts) imported in QBO (QuickBooks) format to customers. During bank extract import processing an identification of the cash receipt to the customer account is attempted by matching the bank transaction "Name" with customer address names.

Set the address "Name" value to match the "<NAME>" tag appearing on transactions for this customer in your bank extract file. Specify match of only the first N characters of the bank transaction by entering the sub-string length as the "In care of" value. This can be useful when a bank transaction name value contains a non-static sequence value which will vary for each transaction. e.g. to match a transaction name of ARC Electric Co 001249 the address name value could be set to "ARC Electric Co", and the "In care of" set to 15. A subsequent bank transaction extract record coming in with the transaction name of ARC Electric Co 001371 will still be identified to this customer.

Hint:Open your extract file in a text editor to view the "<NAME>" tags for customer transactions in your extractfilename.QBO file. Cut and paste the tag value into the address "Name".

Notes

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The "Notes" panel permits entry of free format comments at the customer level. The text entered will be associated with the current customer selected in the "Customer" panel. Type text into the text box and press TAB to save this customer level note. Additionally, a file may be attached to this customer via the "Attach" button. An attachment may be viewed via "View attachment" or removed via the "Remove" button which is visible if an attachment exists. A customer that has an associated note or attachment will have a document id number displayed in "Document".

Notes entered for a customer are available for review in the "Customer Inquiry" dialog.

Customer fields

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Address fields

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