Account Tab - Revision history

41.238.93.115 at 13:04, 27 May 2011

2011-05-27T13:04:38Z

41.238.93.115 at 12:59, 27 May 2011

2011-05-27T12:59:01Z

Moha at 21:45, 26 May 2011

2011-05-26T21:45:38Z

Moha at 21:43, 26 May 2011

2011-05-26T21:43:50Z

Moha: Created page with "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 th..."

2011-05-26T21:36:48Z

Created page with "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 th..."

New page

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.

'''Terms'''

----

'''Select the default billing terms for the customer. When creating an invoice, you can always change the terms.'''

----

'''Purchase Order Required'''

'''If checked, any service or install order created for the customer will require a PO# to be entered on the order.'''

----

'''Tax ID'''

'''Type in the customers Tax ID
'''

----

'''Finance Charge'''

'''Enter the finance charge
'''

----
'''Source'''

'''Enter the source of this customer'''

----
'''Printed Comments'''

'''If this field is on a report, the text typed in the field will display on the report (e.g. invoice, orders)'''

----

'''Last Service'''

'''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.
'''

----
'''Customer Since'''

'''The date field is auto-populated with the date you created the company record. You can change the date as necessary.
'''

----
'''Business Type'''

'''You can select the type of business. This drop down list can be customized by your SME Administrator.
'''

----
'''Business Hours'''

'''As a reference, type the business hours.
'''

----
'''Primary Technician'''

'''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.
'''

----
'''Secondary Technician'''

'''Select a secondary technician. In an order for the customer, you can reference the secondary techhttp://www.high5software.com/mediawiki/index.php?title=Account_Tab&action=edit&redlink=1nician field.'''

----
'''Warn on Past Due'''

'''The following message will populate the message field on Details and Settings tab: “Account is past due”
'''

----
'''Class'''

'''If you are syncing SME with QuickBooks, this drop down should match your Class list is QuickBooks.'''

----
'''Converted from Sales on'''

'''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.'''

----

'''Current'''

'''Total open invoices due'''

----

'''Net 30'''

'''Open invoices 30 days overdue for the customer'''

----

'''Net 60'''

'''Open invoices 60 days overdue for the customer'''

----

'''Net 90'''

'''Open invoices 90 days overdue for the customer'''

----

'''Ytd'''

'''Customer’s total invoices for the year (open and closed)'''

----

'''Credit Limit'''

'''Enter the customer’s credit limit.
'''
----

'''Deposit On Account'''

'''Amount entered on Customer Activities > Deposits tab.'''

← Older revision		Revision as of 13:04, 27 May 2011
Line 77:		Line 77:
	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.		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.
	\|}		\|}
−
−
−
−	~~----~~
−
−	~~'''Select the default billing terms for the customer. When creating an invoice, you can always change the terms.'''~~
−
−
−
−	~~'''Purchase Order Required'''~~
−
−
−	~~'''If checked, any service or install order created for the customer will require a PO# to be entered on the order.'''~~
−
−	~~----~~
−
−	~~'''Tax ID'''~~
−
−
−	~~'''Type in the customers Tax ID~~
−	~~'''~~
−
−	~~----~~
−
−	~~'''Finance Charge'''~~
−
−
−	~~'''Enter the finance charge~~
−	~~'''~~
−
−	~~----~~
−	~~'''Source'''~~
−
−
−	~~'''Enter the source of this customer'''~~
−
−
−	~~----~~
−	~~'''Printed Comments'''~~
−
−
−	~~'''If this field is on a report, the text typed in the field will display on the report (e.g. invoice, orders)'''~~
−
−	~~----~~
−
−	~~'''Last Service'''~~
−
−
−	~~'''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.~~
−	~~'''~~
−
−	~~----~~
−	~~'''Customer Since'''~~
−
−
−	~~'''The date field is auto-populated with the date you created the company record. You can change the date as necessary.~~
−	~~'''~~
−
−	~~----~~
−	~~'''Business Type'''~~
−
−
−	~~'''You can select the type of business. This drop down list can be customized by your SME Administrator.~~
−	~~'''~~
−
−	~~----~~
−	~~'''Business Hours'''~~
−
−
−	~~'''As a reference, type the business hours.~~
−	~~'''~~
−
−	~~----~~
−	~~'''Primary Technician'''~~
−
−
−	~~'''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.~~
−	~~'''~~
−
−	~~----~~
−	~~'''Secondary Technician'''~~
−
−
−	'''Select a secondary technician. In an order for the customer, you can reference the secondary techhttp://www.high5software.com/mediawiki/index.php?title=Account_Tab&action=edit&redlink=1nician field.'''
−
−
−	~~----~~
−	~~'''Warn on Past Due'''~~
−
−
−	~~'''The following message will populate the message field on Details and Settings tab: “Account is past due”~~
−	~~'''~~
−
−	~~----~~
−	~~'''Class'''~~
−
−
−	~~'''If you are syncing SME with QuickBooks, this drop down should match your Class list is QuickBooks.'''~~
−
−
−	~~----~~
−	~~'''Converted from Sales on'''~~
−
−
−	~~'''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.'''~~
−
−	~~----~~
−
−	~~'''Current'''~~
−
−
−	~~Total open invoices due~~
−
−	~~----~~
−
−	~~'''Net 30'''~~
−
−
−	~~Open invoices 30 days overdue for the customer~~
−
−	~~----~~
−
−	~~'''Net 60'''~~
−
−
−	~~Open invoices 60 days overdue for the customer~~
−
−	~~----~~
−
−	~~'''Net 90'''~~
−
−
−	~~Open invoices 90 days overdue for the customer~~
−
−	~~----~~
−
−	~~'''Ytd'''~~
−
−
−	~~Customer’s total invoices for the year (open and closed)~~
−
−	~~----~~
−
−	~~'''Credit Limit'''~~
−
−
−	~~Enter the customer’s credit limit.~~
−
−	~~----~~
−
−	~~'''Deposit On Account'''~~
−
−
−	~~Amount entered on Customer Activities > Deposits tab.~~

@@ Line 1: / Line 1: @@
 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.
+{| class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-yfti-tbllook: 1184; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-border-insidev: none"
 ----
 '''Select the default billing terms for the customer. When creating an invoice, you can always change the terms.'''

@@ Line 4: / Line 4: @@
+----
 '''Terms'''
 '''Select the default billing terms for the customer. When creating an invoice, you can always change the terms.'''
-----
 '''Purchase Order Required'''

@@ Line 116: / Line 116: @@
-'''Total open invoices due'''
+Total open invoices due
 ----
@@ Line 123: / Line 123: @@
-'''Open invoices 30 days overdue for the customer'''
+Open invoices 30 days overdue for the customer
 ----
@@ Line 130: / Line 130: @@
-'''Open invoices 60 days overdue for the customer'''
+Open invoices 60 days overdue for the customer
 ----
@@ Line 137: / Line 137: @@
-'''Open invoices 90 days overdue for the customer'''
+Open invoices 90 days overdue for the customer
 ----
@@ Line 144: / Line 144: @@
-'''Customer’s total invoices for the year (open and closed)'''
+Customer’s total invoices for the year (open and closed)
 ----
@@ Line 151: / Line 151: @@
-'''Enter the customer’s credit limit.
+Enter the customer’s credit limit.
-'''
 ----
@@ Line 158: / Line 158: @@
-'''Amount entered on Customer Activities > Deposits tab.'''
+Amount entered on Customer Activities > Deposits tab.