Customers

Service Billing > Customers

The customer record provides 360° view of a customer's managed assets and all financial activity related to that customer. Initially the only two fields in a customer record you're required to enter is a unique orgID and the customer name. All other customer data is optional. Once created, any data you create for that customer displays in one of the Customer child tabs.

Note: You can create customers as you need them in many other Service Billing windows, by clicking the icon next to a Customers field.

Customer information is organized into the following tabs in the lower pane of this page:

• Customer Info tab
• Financial tab
• IT Inventory tab
• Service Requests tab
• Tickets tab
• Procurement tab
• Notes tab

Actions

• New - Adds General information to create a new customer.
• Edit - Edits General information for a selected customer.
• Archive - Archives a selected customer.

  Note: To unarchive a customer create a new customer record using the exact name of the archived customer and the archived customer record will be re-displayed in the customer list.

• New General Entry - Creates a labor, part, expense, or note General Entry for a selected customer.
• Refresh Balance - Refreshes the balance of a selected customer. Pending Items updates customer balances prior to generating any invoices, so that the invoice statement includes an up to date balance. Customer balances are refreshed periodically by specifying a harvest schedule using the Schedule tab in Application Settings.

The Balance Scale Icon

A balance scale icon displays next to each customer name in the upper pane of this page. Clicking this icon enables you to link this VSA customer record to a customer record in an external accounting system.

• A green balance scale icon means the link already exists.
• A gray balance scale icon means no link exists.

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