High5Wiki - User contributions [en]

Account Tab

2011-05-27T13:04:38Z

41.238.93.115:

On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of the tab, find the customer’s balance due.
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'''Terms'''
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Select the default billing terms for the customer. When creating an invoice, you can always change the terms.
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'''Purchase Order Required'''
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If checked, any service or install order created for the customer will require a PO# to be entered on the order.
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'''Tax ID'''
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Type in the customers Tax ID
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'''Finance Charge'''
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Enter the finance charge
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'''Source'''
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Enter the source of this customer
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'''Printed Comments'''
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If this field is on a report, the text typed in the field will display on the report (e.g. invoice, orders)
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'''Last Service'''
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Date populated based on the latest Date Opened field on the companies work orders. The Date Opened field is auto-populated with the date you created the order, but it can be changed.
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'''Customer Since'''
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The date field is auto-populated with the date you created the company record. You can change the date as necessary.
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'''Business Type'''
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You can select the type of business. This drop down list can be customized by your SME Administrator.
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'''Business Hours'''
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As a reference, type the business hours.
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'''Primary Technician'''
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When you add labor to an order for this company, the primary technician will populate the Technician field on the Labor Editor. You can select another technician in the Labor Editor as needed.
|- style="mso-yfti-irow: 11"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Secondary Technician'''
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Select a secondary technician. In an order for the customer, you can reference the secondary technician field.
|- style="mso-yfti-irow: 12"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Warn on Past Due'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
The following message will populate the message field on Details and Settings tab: “Account is past due”
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'''Class'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
If you are syncing SME with QuickBooks, this drop down should match your Class list is QuickBooks.
|- style="mso-yfti-irow: 14; mso-yfti-lastrow: yes"
| style="width: 126.9pt; border: none; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Converted from Sales on'''
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Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited.
|}

Account Tab

2011-05-27T12:59:01Z

41.238.93.115: