SmartFusion Modules > Billing > Cash Collections > Process > Enter Single Payment >> Customer Lookup

Recent Changes:
6.109
- Added an option for the user to be able to select the billing/service address to display on the grid only for Utility billing receipts.

Introduction

This a customer lookup form used to allow the user to be able to search for a particular customer by name/address/phone number/alphasort.

Search Criteria

  • Name
  • Address 1
  • Address 2
  • City/State/Zip
  • Foreign zip
  • Beginning alpha sort
  • Ending alpha sort
  • Telephone
  • Tax Id
  • Billing Address/ Service Address - Is visible only for utility billing receipt types and will default to Service address
  • Show only customers with tax properties - is visible only for tax receipt types

Grid

  • Name
  • Account
  • Address
  • City
  • Phone
  • Tax Id
  • Status