Customers

Customers is used to view and edit all existing customers that you have entered into ObjAcct.  Customers are the clients that you bill for products or services. 

Customers are required to create invoices, credit memos and the documents that pay them in Customer Payment.  Customers can also be used to identify journal entry lines and for deposits.

Click Refresh in the Toolbar to display the current  Balance for each Customer in the Customer List screen.

Click Reports in the Toolbar to display the selection screen for the Customer Balance Detail report.  The Customer Filter will be set to the account you are currently viewing, Begin Date will default to the first day of the current business date and End Date will default to the current business date.  Click Preview to view the report.

See also Customer Merge, Currency Setup; Customer List screen; Customer General, Defaults,

Salespersons, Currency, Address, Web Access, Remote Access and Other screens.

Fields

Account Number

Active

Addresses

Balance

Customer

Customer Type

Default AR Account

Default Sales Class

Default Sales Tax

Default Terms

First Activity Date

Invoice Format

One Time

Other

Remote Access Company ID

Remote Access Password

Remote Access User ID

Resale Number

Salespersons

Sales Tax

Separate Check

Tax Registration Nbr

Web Login ID

Web Login Password

Web Services URL

Reporting

Customer List

Customer Contact List