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Account Info

The Account Info screen displays all the information about a customer's account. To access this screen, click on the Account Info tab or press .

Open Account Date:

This is the date that the customer's account opened. A customer with an open account may pay for invoices On Account. To open an account for a customer, click on the O to the right of the Open Account Date field. The current date will appear in the Open Account Date field. You may also manually enter an open account date if it is different than the current date.

Close Account Date:

This is the date that On Invoice payment for the customer was terminated. To close a customer's account, click on the C to the right of the Close Account Date field. The current date will appear in the Close Account Date box. You may also manually enter a close account date if it is different than the current date.

Authorized Members:

Enter all members that are authorized to charge on account under this customer.

Customer Control Cash Register Express 70 Membership Expiration Date:

This is the date when the customer's club membership expires. This date bears no relation to On Account info or the Bonus Points Plan.

Bonus Points Achieved:


This is the current number of bonus points that the customer has accumulated for the bonus plan.

Max Balance:

This is the maximum amount a customer may charge to their account. If Max Balance is enabled in the Setup Screen, customers will not be allowed to charge any amount on their account greater then their max balance.

Member Bonus Plan:

If a Customer Bonus Plan is activated, this indicates whether the customer is a member. Click on the box to enroll the customer in the plan. Leave the box empty if the customer is not a bonus plan member.

Customer Balance:

This is the current on account balance for the customer.

Detailed Account Info:

Click on this button to display the Accounts Receivable screen. NOTE: You can also access the Accounts Receivable Screen by selection Accounts Receivable from the Info menu on the Customer Maintenance screen. For more information on this screen, see Customer Maintenance - Accounts Receivable.

The Extended Info screen displays information about the credit card most often used by the customer. CRE automatically inserts this information into the CRE Credit Card Processing screen for manual processing or processing via ICVERIFY. To access this screen, click on the Extended Info tab or press .

Credit Card Type:

Choose the type of credit card most often used by the customer. You can choose from MasterCard, Visa, American Express, and Discover. If the customer does not have a credit card, choose None.

Credit Card Number:

Enter the credit card number without any spaces.

Credit Card Expiration:

Enter the expiration date of the credit card in the format MMYY.

Event Date:

You may enter an event date for a customer, such as a birthday or anniversary, in this field. You can then print labels for a specified range of event dates. See Print Customer Labels for more information.

Event Description:

This is the description for the event date entered in the previous field. You can then print labels for a specified event description. See Print Customer Labels for more information.

E-mail Address:

Enter the customer's e-mail address in this field.

Mobile Phone:

Enter the customer's mobile phone number in this field.

Fax:

Enter the customer's fax number in this field.


Return to pages on Instant PO's or Customer Maintenance

Go on to pages on Ship To Info or The Invoice Screen

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