Prospects are potential customers. This section allows you to see the prospects of the company, including which Sales Rep initiated contact with them and when the last contact was.

A prospect functions very much like a customer. Most of the information kept about a prospect is the same as a customer, you can create contacts and comments about them and add activities for them in the Planner section. A quote can be created for a prospect, but it won't be able to be copied to a job until the prospect has been converted to a customer.

If a prospect later becomes a customer, they can easily be converted in the Accounts Receivable > Customer Setup section by changing their Status. Afterwards, jobs and invoices can be created for them.

Customer

• Account Code - an alphanumeric code for the customer. This is automatically created but can be overridden. It can be used to link customer transactions when exporting to an accounting package.
• Customer Name - 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.
  • Prospect - this account can only be used for opportunities or quotes.
• Sales Rep - the sales 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. Choose the branch from the list of branches in the drop-down list that this customer's account is related to. The branches in the drop-down list are added in the Branches section.
• A.B.N. - Australian Business Number.
• Account Ref. - the reference code or number the customer uses when refering to your company.
• Website - the customer's website address.

Primary Addresses

• 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.

Primary Address

• Add Address? - select Yes if you'd like to add an address for this customer now.

Contact Details

• Phone - the main telephone number for this customer. Individual contacts for the customer may have different phone numbers.
• Fax - the main fax number for this customer.
• Sales Contact - the primary sales contact.
• Accounts Contact - the primary accounts contact.
• Add Contact? - select Yes if you'd like to add a contact for this customer now.

Contact_Div

• E-mail - the main email address for this customer. Individual contacts for the customer may have different email addresses.

Order Defaults

• Discount (%) - the default discount for transactions. This can be overridden for each transaction.
• Default Tax Rate - the default tax rate for this customer's transactions. 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.

XERO Specific settings

• Send Job Description to Xero - if set to yes, the job Description will be sent to Xero in the information of the first line item.
• Send Long Description to Xero - if set to yes, the details of each line item will be sent to Xero.
• Use Accounts Contact for invoices. - if set to yes, the accounts contact will receive Xero invoices. If No, the Ordered by contact will receive the Xero invoice.

Marketing

• 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.

Account

• Terms - the payment terms for the customer. The payment terms in the drop-down list are added in the Payment Terms section.
• Payment Method - the usual method of payment by the customer.
• Bank Account - the account that payments are made to.
• Invoice Account - a different account to charge. If exporting invoices to an accounting package, a different account can be charged instead of the current customer.
• Credit Limit - the customer's credit limit.
• Created - the date the account for this customer was created.

Credit Card Details

• Payment Gateway - the gateway for storing the credit card details.
• Customer Code - the gateway's code for this customer.
• Last Updated - when the gateway was last updated with this customer's details.
• Credit Card Details - these are stored with your payment gateway. This is usually for recurring jobs. No credit card numbers are ever stored in Blaq.
• Card Holder's Name - the name on the credit card.
• Card Number - the credit card number.
• Card Expiry Date - the expiry date on the card (mm/yy).
• Card CVN - the card verification number.
• Auto Charge Invoices - charge credit card when invoices are created.