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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.
 
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"
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|- style="mso-yfti-irow: 0; mso-yfti-firstrow: yes"
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| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-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" |
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 +
 
 +
 
 
'''Terms'''
 
'''Terms'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-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" |
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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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----
|- style="mso-yfti-irow: 1"
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| 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" |
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 +
'''Select the default billing terms for the customer. When creating an invoice, you can always change the terms.'''
 +
 
 +
----
 +
 
 
'''Purchase Order Required'''
 
'''Purchase Order Required'''
| 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" |
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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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|- style="mso-yfti-irow: 2"
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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.'''
| 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" |
+
 
 +
----
 +
 
 
'''Tax ID'''
 
'''Tax ID'''
| 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" |
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Type in the customers Tax ID
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|- style="mso-yfti-irow: 3"
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'''Type in the customers Tax ID
| 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" |
+
'''
 +
 
 +
----
 +
 
 
'''Finance Charge'''
 
'''Finance Charge'''
| 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" |
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Enter the finance charge
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|- style="mso-yfti-irow: 4"
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'''Enter the finance charge
| 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" |
+
'''
 +
 
 +
----
 
'''Source'''
 
'''Source'''
| 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" |
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Enter the source of this customer
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|- style="mso-yfti-irow: 5"
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'''Enter the source of this customer'''
| 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" |
+
 
 +
 
 +
----
 
'''Printed Comments'''
 
'''Printed Comments'''
| 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" |
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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)
+
 
|- style="mso-yfti-irow: 6"
+
'''If this field is on a report, the text typed in the field will display on the report (e.g. invoice, orders)'''
| 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" |
+
 
 +
----
 +
 
 
'''Last Service'''
 
'''Last Service'''
| 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" |
+
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.
+
 
|- style="mso-yfti-irow: 7"
+
'''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.
| 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" |
+
'''
 +
 
 +
----
 
'''Customer Since'''
 
'''Customer Since'''
| 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 date field is auto-populated with the date you created the company record. You can change the date as necessary.
+
 
|- style="mso-yfti-irow: 8"
+
'''The date field is auto-populated with the date you created the company record. You can change the date as necessary.
| 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" |
+
'''
 +
 
 +
----
 
'''Business Type'''
 
'''Business Type'''
| 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" |
+
You can select the type of business. This drop down list can be customized by your SME Administrator.
+
 
|- style="mso-yfti-irow: 9; height: .25in"
+
'''You can select the type of business. This drop down list can be customized by your SME Administrator.
| 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; height: .25in" width="169" valign="top" |
+
'''
 +
 
 +
----
 
'''Business Hours'''
 
'''Business Hours'''
| 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; height: .25in" width="709" valign="top" |
+
As a reference, type the business hours.
+
 
|- style="mso-yfti-irow: 10; height: 3.5pt"
+
'''As a reference, type the business hours.
| 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; height: 3.5pt" width="169" valign="top" |
+
'''
 +
 
 +
----
 
'''Primary Technician'''
 
'''Primary Technician'''
| 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; height: 3.5pt" width="709" valign="top" |
+
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"
+
'''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="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'''
 
'''Secondary Technician'''
| 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" |
+
Select a secondary technician. In an order for the customer, you can reference the secondary technician field.
+
 
|- style="mso-yfti-irow: 12"
+
'''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.'''
| 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'''
 
'''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”
+
 
|- style="mso-yfti-irow: 13"
+
'''The following message will populate the message field on Details and Settings tab: “Account is past due”
| 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" |
+
'''
 +
 
 +
----
 
'''Class'''
 
'''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"
+
'''If you are syncing SME with QuickBooks, this drop down should match your Class list is QuickBooks.'''
| 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'''
 
'''Converted from Sales on'''
| style="width: 531.9pt; border: none; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
+
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.'''
 +
 
 +
----
 +
 
 +
'''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.'''

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