Customer View Settings

Creating an A/R account should be simple, fast, and easy! In the Customer View window, you can view or change a customer's A/R settings. In this article, we will describe the three main sections of this window:  A/R Settings, Account Detail, and Account Summary.

A/R Settings

A/R Settings is the main section in the Customer View window. The different sections in this tab are described below:

• Account type: There are two account types listed below:

  • Master: This can mean an individual customer responsible for their account balance only OR a customer responsible for both their own account and also all of the Sub Accounts under it. This account type can create statements and is responsible for all invoices created for it and any of its ‘Sub-Accounts’.

  • Sub-Account: A customer linked to a master account. Any balance accrued on a Sub Account is included in its Master Account's balance. This account can't create statements. A Master account must be selected.

• Account Number: ’Copy From ID’ should be used by default unless an external number is needed.

• Billing Group: Assign the appropriate group.

• Payment Precedence: Make sure this is correct. You can set the default at: Setup > Program Configuration > Store > A/R > Default A/R-CC Precedence

• Credit Card: Orders are normally charged to the Credit Card on File (CCOF). The account is only used for route customers if the CCOF is declined.

• A/R (CC pays monthly balance): Orders are normally charged on account. The CCOF can be used to make payments on account, including using the "CCOF Payments" option. When using "CCOF Payments", the card will be charged for the total account balance.

• A/R (CC pays overdue balance): Orders are normally charged on account. The CCOF can be used to make payments on account, including using the "CCOF Payments" option. When using "CCOF Payments", the card will be charged only for the portion of the account balance that is overdue.

• Print/Send Statements: This should be checked.

• Send Statement Method: This should be ‘E-mail (.PDF)’

• Account Enabled: This should be checked.

  If you want to disable a particular customer, you only have to uncheck this box to stop invoices from being posted to A/R.

Account Detail

Account Detail is the section in the top right of the Customer View window. The different sections in this tab are described below:

• Open: This tab is going to show all invoices, Adjustments, and/or Credits that have not been paid or used.

• Payments: This is going to show all payments made to the account.

• Statements: This is going to show all statements that are currently available.

  If a statement is deleted, you will have to recreate it to view that information.

Account Summary

Account Summary is beneath the Account Details section in the Customer View window. The buttons are described below:

• Billed Aging: Represents the value of charges that have been billed to the customer via statement creation, minus what has been paid.

• Posted Aging: Represents all invoices posted to A/R (Billed or not), minus what has been paid.