Customers Detail Tab

The Detail tab contains extra details about the customer.

The important fields on this page are:

Payment Terms. A read only field displayed on the Invoice report and the Billing Center.
Company Profile. If you are using Company Profiles, select the customer's profile from the drop-down list.
The Alert fields. Select the appropriate check box to enable an alert. In addition, enter the following information:
- Past Due Alert. Type the amount of days that a customer can have a negative account balance before the alert is generated.
- Credit Limit Alert. Type the amount of money that the customer can have on credit before an alert is generated.
- Manual Alert. Type the alert message in the text field. This alert will automatically appear as long as it is active.

Tip!

Tip:
If you don't want any new jobs to be created for a customer with an alert, select the Halt Job Creation until Alerts are cleared check box. Only users with the Allow Override of "Halt Job Creation" security right will be able to create jobs for this customer when an alert is active.

Last Contact. You can capture a customer's preferred contact interval for voice (phone), regular mail and e-mail. Select the date the customer was last contacted for each method from the appropriate calendar box. Next, if you want to define do not call rules, select the appropriate check box and define the contact interval using the Do not X drop-down lists and spin box. For example, in the screenshot above, we have defined the customer's preferred contact intervals as:
- Mail - no limitations.
- Voice - do not call the customer by phone for two weeks after May 2nd, 2008.
- E-Mail - never email this customer.

Note!

Note:
In many places, you will be prompted to update the last contacted interval (when running a mail merge, emailing invoices or estimates, etc.) Clicking Yes will automatically update the proper Last Contact setting.

Tip!

Tip:
You can filter the Marketing Module report by the Last Contact fields. You can also enforce the contact interval on the Contact Interval tab of the report.

Pay at Job Site. Select this check box to automatically insert a payment for all jobs being closed via the Completion Wizard. The payment will automatically appear on the Payments page of the Completion Wizard when completing a job for this customer.

Caution!

Pay at Job Site Cautions:
If you are using Pay at Job Site and are also using advanced billing A billing method where you can manually define how to split the billing of particular invoices (how much will be billed to what person at what time?). See the Defining Billing Properties section of the Implementation Manual for more details. (including Third Party Bill Payers A Third Party Bill Payer is a customer who will be paying the bills for other customers. Thus, you can configure (through Advanced Billing) that all or a portion of a job's products/services will not be paid by the customer for whom the work is being performed but instead to the third party bill payer. An example of a third party bill payer is a franchise company that pays 30% of all marketing costs for all of its franchisees.) , any payments you enter via the Completion Wizard will NOT get applied to any invoices you create in the Create Invoices tab of the Billing Center. For this reason, we do not recommend you select the Pay at Job Site check box for customers using advanced billing.

Third party bill-payer. Select this check box to enable the customer to be a third party bill payer A Third Party Bill Payer is a customer who will be paying the bills for other customers. Thus, you can configure (through Advanced Billing) that all or a portion of a job's products/services will not be paid by the customer for whom the work is being performed but instead to the third party bill payer. An example of a third party bill payer is a franchise company that pays 30% of all marketing costs for all of its franchisees.. Doing so means that this person can be used to pay the bills for other customers.
Note that all third-party bill payers must be configured for Advanced Billing. For details, see the Defining Advanced Billing Properties topic.

Payment Method. Selecting the customer’s preferred method of payment will automatically populate this field for all the customer’s payments, speeding data entry during job completion and adding payment transactions.

Note!

Note:
Depending on what value you select from the Payment method drop-down list, additional fields appear. For example, if you select the Credit Card method, the Credit Card Number, Card Type, and Expiration fields appear.
Warning: You will not be able to Auto Complete jobs for customers with a Bill Payment Method.

Print Invoices. Click this check box if you want this customer to be included in the Only Include Customers with "Print Invoices" filter when running the Invoice report.
Print Statements. Click this check box if you want this customer to be included in the Only Include Customers with "Print Statements" filter (available when running the regular Statements report, not the Statements - Detailed report).
Notes. There are two types of notes: Work Order Notes and Private Notes. Type essential information about this customer that employees should know when performing their work into the Work Order Notes field, but be aware that it will appear on all of the customer's work orders. A good example of a detail note is "Customer is allergic to chemical X: NEVER USE!"
The Private Notes are for internal use only and will never appear on any customer reports.
You can enable and use RTF formatting in these notes.

Note!

Note:
You can always change many of the default settings you define here when you complete a job for this customer.