Ship To Info

The Ship To Info screen allows you to create a Ship To address for the current customer. Customers can choose to have their items from an invoice sent to their Ship To address. To access this screen, click on the Ship To Info tab or press .

NOTE:

To add the Ship To address to an invoice being processed, click on More Info in the Invoice Screen, and then check the Send To Ship To Address box. Notes The Notes screen displays notes about the customer. To access this screen, click on the Notes tab or press .

Control Buttons Next and Previous:

These buttons allow you to scroll through your customers. Next will display the next customer while Previous will display the preceding customer.

Add:

This creates a new customer number.

Update:

This updates any changes made to the customer information.

Delete:

This will delete the displayed customer number from your database.

Exit:

Click on this button to exit from the Customer Maintenance screen. All unsaved information will be lost.

Search by Customer #/Last Name:

To search for a customer, type the customer number or last name in the Search by Customer # or Search by Last Name field, or click on the down arrow to display a list of all customers. You can also use the up and down arrows, < > and < >, to scroll through customers when that field is highlighted.

Select for Current Invoice:

Click on this box to select the current customer for the current invoice.

Accounts Receivable

The Accounts Receivable screen allows you to update and manage a customer's account. To access this screen, select Accounts Receivable from the Info menu in the Customer Maintenance screen. General The General tab allows you to make payments or adjustments on a customer's account. To access this screen, click on the General tab or press . To make a payment on an account: Select the desired customer in the Customer Maintenance screen, and then select Accounts Receivable from the Info menu.

Enter in the amount in the Amount field. You can type any notes regarding the transaction in the Description field. Select the type of transaction by either clicking on the description or the preceding circle. Invoice Adjustment allows you to adjust the amount owed on a particular invoice. Balance Adjustment allows you to directly change the customer's balance.

Payment allows you to apply a payment to the account. If applicable, choose the form of payment (Cash, Check, or Credit Card). If you make a mistake, you can click on Clear or press to clear any information that has been entered. You can also click on Exit or press to exit the Accounts Receivable screen. Click on Apply Payment or Apply Adjustment or press to apply the payment or adjustment.

If the form of payment is by check, you will be prompted to enter the check number. If the form of payment is credit card and no credit card information is entered in the Customer Maintenance screen, you will be prompted to enter the credit card number and expiration date.

Transactions

The Transactions screen allows you to view all the transactions made on the customer's account. To access this screen, click on the Transactions tab or press Date.This column shows the date that the transaction was completed.

Type:

This column shows what kind of transaction was done. 'P' indicates a payment and 'A' indicates an adjustment.

Method:

This column shows what kind of payment was made. 'CA' indicates a cash payment, 'CH' indicates a check payment, and 'CC' indicates a credit card payment. 'NA' appears in this column for adjustments.

Balance:

This column shows the balance before the payment or adjustment was applied.

Amount:

This column shows the amount for the payment or adjustment.

Check #:

This column shows the check number from a check payment.

Invoices

The Invoices screen allows you to view invoices on a customer's account that still have a balance due. To access this screen, click on the Invoices tab or press .

Inv#:

This column shows the invoice number of the invoice.

Date:

This column shows the date that the invoice was completed.

Total:

This column displays the total price of the invoice, including tax.

Balance Due:

This column displays the remaining balance due on the invoice.

Amt Applied:

This column displays the amount that has been applied to the invoice so far. Change Customer Number This function allows you to change the customer number for any given customer. To use this function, select Change Customer # from the Info menu in the Customer Maintenance screen. Enter the new customer number, then click on OK or press . Click on Cancel to exit without changing the customer number. NOTE: You cannot change the customer number for Cash Customer.

Print Customer Labels

Print Customer Labels allows you to print labels for a customer on a Barcode Blaster label printer. You can choose to print a label for the current customer, all customers, customers who satisfy a specified bonus point range, or customers who satisfy a specified event description and date range.

Each label has the customer number as a barcode and displays the customer name, address, city, state, and zip code. To access this menu, click on Print Customer Labels in the Customer Maintenance menu bar or press while in the Customer Maintenance screen. To print a label for the current customer, select Current Customer or press .

To print a label for all customers, select All Customers or press . To print a label for all customers who satisfy a specified bonus range, select Bonus Point Range or press . You will be prompted to enter the lower and upper limits for the bonus point range. To print a label for all customers who satisfy a specified event date and description, select Event Range or press . You will be prompted to enter an event description and the upper and lower limits for the event date range. To include all event descriptions in your range, enter '*' for the event description.

Return to pages on Customer Maintenance or Account Info

Go on to pages on The Invoice Screen or Look Up Customer

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