Client Management Additional Customer Data Entry Billing Contacts
Additional Customer Data Entry (continued)
Billing Contacts (continued)
Contact Name Button – Press the Contact Name button to open the Contact Name data entry form. Once all information is entered, press the Save button located at the lower right of the form.
Salutation – If your company will be using salutations, make a selection from the drop-down list in this field. This is an optional field.
First Name – Enter the First name of the contact into this field. This is a required field.
Middle – The User may enter the full Middle name or Middle initial of the contact. This field is optional.
Last Name – Enter the Last name of the contact into this field. This is an optional field.
Suffix – If the contact name contains a suffix, make a selection from the drop-down list in this field. This is an optional field.
Title – For residential type Contacts the User may enter a title such as Homeowner, Husband, Wife, Son, Daughter, Neighbor etc. For commercial type Contacts, typically the job title of the Contact is entered into this field. This is an optional field.
Collection Contact – If the Contact is the person to be contacted if the account becomes delinquent, select this option. If this option is selected, the telephone number entered for the Contact will display in the Collection Queue. This is an optional field.
Cycle Invoice Contact – For residential type customers, if this option is selected, Cycle type invoices will be addressed to this Contact Name. For commercial type customers, if this option is selected, on Cycle type invoices, the Contact Name will display and print above the name of the Company. This rule applies to most invoice printing forms.
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