Account Tab
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 |
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 |
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 |
Type in the customers Tax ID |
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Finance Charge |
Enter the finance charge |
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Source |
Enter the source of this customer |
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Printed Comments |
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 |
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 |
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 |
You can select the type of business. This drop down list can be customized by your SME Administrator. |
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Business Hours |
As a reference, type the business hours. |
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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. |
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Secondary Technician |
Select a secondary technician. In an order for the customer, you can reference the secondary technician field. |
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Warn on Past Due |
The following message will populate the message field on Details and Settings tab: “Account is past due” |
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Class |
If you are syncing SME with QuickBooks, this drop down should match your Class list is QuickBooks. |
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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. |
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.