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:

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.
General Entry - Creates a New Labor, New Part, New Expense or New Note General Entry for a selected customer.
Reload Past Balance - Refreshes the past 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.
- Click this icon to display a list of standard options.
- Export - Generates a CSV file of user data provided by the page that you can download. Options include All, Selected, Current Page.
- Refresh - Refreshes the page.
- Reset - Clears any filtered set on this page.

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.