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
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
These buttons allow you to scroll through your customers.
Next will display the next customer while Previous will display the preceding
This updates any changes made to the customer information.
This will delete the displayed customer number from
Click on this button to exit from the Customer Maintenance
screen. All unsaved information will be lost.
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.
Click on this box to select the current customer for
the current invoice.
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
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
This column shows what kind of transaction was done.
'P' indicates a payment and 'A' indicates an adjustment.
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.
This column shows the balance before the payment or
adjustment was applied.
This column shows the amount for the payment or adjustment.
This column shows the check number from a check payment.
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
This column shows the invoice number of the invoice.
This column shows the date that the invoice was completed.
This column displays the total price of the invoice,
This column displays the remaining balance due on the invoice.
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.