Customer Information

Main customer information screen is accessed from the ProWaste Desktop toolbar by clicking on the "Customers" ICON.

The customer screen open up with blank entries.

Enter an account number or a customer name in the "Account#/Name" entry at the top of the screen and press the Enter key on the keyboard.

If this account/customer name exists the customer window's "Billing Data" tab will display the billing information. Once the customer informtaion is displayed, the user can use the customer toolbar to navigate forward/backward, to inquire about the displayed customer, to add a new customer and to edit the information for the currently displayed account.

Customer Information Screen - Toolbar

	Advanced search option to find customers by other fields.
	Goto the first customer in the system Goto the previous customer Goto to the next customer Goto the last customer in the system
	Add a new account
	Edit/change information for the currently displayed customer
	Delete customer - This option is not available - users cannot delete customers
	Show a list of customers in the system
	Show the notes in the maintenance screen for this customer
	Print customer information
	Inquire on customer transaction/payment/invoices
	A drop down menu of additional options available for the current data displayed
	Show a list of customers sharing services with the currently displayed account. Only available if there is a share
	Show the address location of the billing/service location on a map. (mapping module needs to be installed)
	Setup a filter to show a specific set of clients according to Division/Department/Group/Status
	Cancel any changes done to the displayed account. This is available in Edit or Add mode.
	Save any changes done to the displayed account. This is available on Edit or Add mode.

Customer Information Screen - Billing Data

First row:	1st field: account number of the selected customer record. A unique account number for each customer is assigned by the system when an account is added. Once created this account number cannot be used again. 2nd field: record's name 3rd field: address 4th field: division number 5th field: group number 6th field: status of the account 7th field: sub-status of the account
Second row:	1st field: notes posted to the account 2nd field: charges due on the account 3rd field: taxes 4th field: total amount due for the current account
Account #	A unique account number for each customer is assigned by the system when an account is added. Once created this account number cannot be used again.
Alt#	A user defined alternate account number or name. This field is normally used to keep an older account number from a previous manual or computer system. It is important to keep this value unique if it is going to be used to locate accounts.
Bill With Acc	This is the account number of the parent company of company identified in the Account # field. It is user defined and entered.
Div#	The division number to which that account belongs
Dept	The department to which that account belongs

Group
Group billing, can be used to divide account s into different billing groups. E.g.
1 - Advanced billing.
2 - Prior month billing.

Rel

Name (Y/N)
If the information in the Customer field represents a person name (i.e. Smith, Mr. John) then you want to select Y for yes. If the customer field indicates it’s a business name then you select N for no

Name
The business name

Street
The street name for the service.

Street +
More information on street address

City
The city name for the service.

State
The state name for the service.

Zip
The zip code for the service.

Phone
Primary phone number. Use the main phone number here.

Fax
The fax #

Contacts
Name of person to contact.

Phone
Primary phone number. Use the main phone number here.

Fax
The fax #

Pager
The pager #

Cell
The cell phone #

Email
The email address

www
The URL or web site address of the business

Start
Shows the date of first service for this job

Status
Account status and activity.

Billing
Shows the type of billing

Terms
Terms agreed on for payment due date.

Pay date
Indicates the date when the amount charged for this service is due

Late Fee
Indicates if there are late fee charges for this account

Taxes
The tax code with which this particular service is be billed

G/L Default general ledger code to be used for this account. Maintained by user defined system tables.

Deposit
Amount deposited
Status
A - Active.
T - Terminated.

Dep.Date
Deposit date, shows the date when the deposit was received.

Type
Shows the code for the type of service for this job

Bill Note

Code-A

Code-B

Last Bill
Indicates the invoice number of the last bill sent

Bill Date
Indicates the date of the last bill sent

Last Pay
Indicates the invoice number of the last bill paid

Paid Date
Indicates the date of the last bill paid

Amt Due
Indicates the total of the current amount due.