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
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.
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.
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
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.
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.
This is the current on account balance for the customer.
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.
Enter the credit card number without any spaces.
Enter the expiration date of the credit card in the
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.
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.
Enter the customer's e-mail address in this field.
Enter the customer's mobile phone number in this field.
Enter the customer's fax number in this field.