Customer accounts are used when creating a quote or job in the Transactions Module. Within this section you can assign a customer multiple addresses and contacts. If products have been setup, you can assign special Contract Pricing for a customer. Also, you can preset special comments for easy loading in jobs & quotes for a customer.

• Company - this is the name of the company, eg. 'Australian Bottle Company'
• Name changeable - if set to yes, the name can be changed in a transaction. Usually customer names won't be changed so this would be 'no'. It is useful if setting up a generic cash customer which is used for miscellaneous transactions.
• Status - the current status of the account
  • Active Account - this account operates normally.
  • Contact - transactions for this account are charged to the 'Invoice Account'.
  • Non-chargeable - transactions for this account can be prevented from being exported for the accounts system.
  • On hold - new transactions can't be saved for this customer.
  • On Stop Credit - new transactions can't be created for this customer.
  • Inactive Account - this customer is not visible in the transactions section.
• Sales Rep - your company's main representative for the customer. The sales representatives in the drop-down list are added in the Employees section.
• Groups - the groups the customer is a part of (maximum of 4).
• Branch - the branch this customer usually uses.
• ABN - the Australian Business Number of this customer.

• Delivery - the delivery address to use when the account is used in transactions. This can be overridden within the transaction.
• Postal - the postal address to use when the account is used in transactions. This can be overridden within the transaction.

• Website - the customer's main website address.

• Sales Contact - the primary sales contact at the customer. This will be used by default in all transactions
• Accounts Contact - the primary accounts contact at the customer. This will be shown in the accounts section
• Phone - the main telephone number for this customer. Individual contacts for the customer may have different phone numbers.
• Fax - the fax number for this customer.

• Payment Terms - the payment terms for the customer. The payment terms in the drop-down list are added in the Payment Terms section.
• Credit Limit - the customer's credit limit.
• Discount (%) - the default discount for transactions. This can be overridden for each transaction.
• Default Tax Rate - the default tax rate for transactions created for this customer. This can be overridden for each transaction. These are added in the Tax Rate section.
• Currency - the default currency for this customer's transactions. This can be overridden for each transaction.
• Created - the date the account for this customer was created.

• Territory - the territory this customer is in. This can be used to geographically group customers for reporting purposes. Territories are setup in the Territories section.
• Source - how the customer was discovered.
• Industry - select the industry from the drop-down list which is the closest of the industry for the customer. This is used for reporting purposes.