SmartFusion Modules > Accounts Receivable > Customer > Enter/Edit AR Customer

Recent Changes:  
6.143 - For clients that have Milner Image Director license, the Image Director tab will now show after successfully saving a new record

6.122 - Updated logic to pull transactions with blank transaction code that are distributed against an AR charge/payment to be included in the balance and the transaction report.

6.103 - fixed a bug where the bank draft settings for a customer weren't allowed to be saved in certain circumstances

6.101 - Added Milner ImageDirector tab

6.88 - Added a Product Code selection for the customer

6.87 - Added a Company Id selection for the customer   

6.76 - Added the Documents tab to facilitate the addition of documents for AR customers.

Introduction

Use this screen to enter new customers and edit existing customer information.

Header Information

  • Account number
  • Status - Active, Inactive
  • Name
  • Alpha sort
  • Company Id
  • Product Code

Demographics Tab - contains basic information

  • Street no/Name - Address of the customer
  • Address2 - Second line of the customer address, if necessary
  • City/State/Zip
  • Web address
  • Driver's license number
  • Statement cycle - Billing cycle designation for the customer
  • Tax State
  • Tax County
  • Enrollment Date
  • Omit statement print
  • Phone
  • Alternate phone
  • Fax
  • Tax id
  • Race
  • Category
  • Cash Only - Designates whether to take checks from the customer
  • Print customer statement
  • Transaction inquiry report
  • Invoice report

Contact Information Tab

  • Name
  • Title
  • Type - Emergency Contact, Accountant, Responsible Person, Authorized User
  • Email
  • Phone
  • Cell
  • Fax

Transaction Data Tab - contains balance and payment information

  • Module
  • Current Balance with a link to print an AR Transaction Report for Customer
  • YTD Charges
  • YTD Payments
  • Last Pay Amt
  • Check Number
  • Last Pay Date
  • Last Bill Date

Documents Tab

This tab allows the addition, deletion, and viewing of documents related to this customer.

ImageDirector Tab

Milner ImageDirector Dynamic Page Setup