Editing Account Tab

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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.
 
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.
 
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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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'''
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'''Finance Charge'''
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'''Enter the finance charge
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'''
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'''Source'''
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'''Enter the source of this customer'''
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----
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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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'''
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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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'''
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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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'''
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'''Business Hours'''
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'''As a reference, type the business hours.
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'''
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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.
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'''
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'''Secondary Technician'''
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'''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.'''
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'''Warn on Past Due'''
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'''The following message will populate the message field on Details and Settings tab: “Account is past due”
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'''
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'''Class'''
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'''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'''
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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.'''
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'''Current'''
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Total open invoices due
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'''Net 30'''
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Open invoices 30 days overdue for the customer
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'''Net 60'''
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Open invoices 60 days overdue for the customer
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'''Net 90'''
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Open invoices 90 days overdue for the customer
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'''Ytd'''
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Customer’s total invoices for the year (open and closed)
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'''Credit Limit'''
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Enter the customer’s credit limit.
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'''Deposit On Account'''
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Amount entered on Customer Activities > Deposits tab.

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