Client Management How to Create a New Customer Customer Information Setup

Creating a New Customer (continued)

Customer Setup (continued)

Invoice Printing

Print Cycle Invoices – With this option selected, all cycle invoices created for the Customer will automatically be flagged for printing or emailing.  If your customer is paying their cycle invoices by electronic payment and does not want a printed copy of their invoice, then uncheck this option.

Print Statements – If the Customer is to receive printed statements, leave this option selected.  If your company will not be sending statements to the customer, uncheck this option.

Separate Cycle Invoice for Each Site – If the Customer has multiple Sites and wants a separate cycle invoice for each site, leave this option selected.  If the customer wants a cycle invoice with all the charges for all sites on one invoice, uncheck this option.

Print Site Info on Invoices – When this option is selected, the following site fields will be printed in the body of the invoice: Site Name, Site Address Line 1, Site City and the Site State. The detailed charge lines on the invoice will print below the Site information.  Not all invoice printing forms print the Site Information line. 

Charge Late Fees – This option is used by the Finance Charge program, the Statement Generation program and certain invoice printing forms which incorporate an option to calculate Late Fees.  If this option is selected, the Customer is eligible for Finance Charges or Late Fees if the customer meets the delinquency rules specified when running the Finance Charges program, Statements program or when selecting an invoice printing form that has a Late Charge option.  If this option is not selected, the customer will not be considered for Finance Charges or Late Fees.  For more information on Finance Charges and Late Fees, refer to the Accounts Receivable Reference Guide.

Once all information is entered on the Customer Information form, click on the Site Setup form to enter Site related information.

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