A/R Customers Screen

Learn more

About Setting Up Customer Records

About Customer Account Types

About Customer Credit Information and Credit Limits

About Customer Numbers

About Accounts Receivable Customers

About Customer Statistics

About Customer Tax Information

Overview

You use the A/R Customers screen to:

Activity Tab

Use this tab to:

Address Tab

Use this tab to look up or change the customer's national account, address, contact name, telephone number, e-mail address, fax number, start date, and territory code for the customer. More...

You cannot change the customer number, but you can change all other information on the Address tab with these restrictions:

Comments Tab

Use this tab to:

Contact Tab

Use this tab to view or enter a name, phone number, fax number, and email address for a contact person, separate from the information stored on the Address tab for the company.

Credit Card Tab

You use this tab to add, edit, and delete credit cards for a customer.

When you add a new credit card or open a saved credit card, the Credit Card Information screen appears. You use it to set up or edit the credit card record, and to add or edit billing details and credit card details. For more information, see A/R Credit Card Information Screen.

Warning!

Do not record any card details in the Comments field, including card number, expiration date, and CVV number. Storing details in this way can compromise credit card security and may constitute a violation of the Payment Card Industry Data Security Standard (PCI DSS).

If a security breach occurs, merchants that do not comply with PCI DSS may be subject to fines, card replacement costs, forensic audits, and other penalties.

For more information about how credit card information is used in Accounts Receivable, see About Customer Credit Cards

Credit Status Tab

You can use this tab to check:

Note:

The information that appears on the Credit Status tab varies according to:

For instructions on checking a customer's credit status, see Checking a Customer's Credit Status.

Invoicing Tab

Use the Invoicing tab to:

You can change your choices for these options at any time.

Optional Fields Tab

You use this tab to:

For more information, see About Customer Optional Fields.

Processing Tab

Use the Processing tab to specify:

Notes:

If the customer is assigned to a national account on the Address tab:

Statistics Tab

Use the Statistics tab to: