Creating 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. You can also mass convert existing orgs in customers using the Setup > Convert Orgs option.

The Financial tab of the Customer record contains all the child tabs you need to manage billable items for that customer in Service Billing. Child tabs include:

• Pending Items
• Invoices
• Sales Orders
• Work Orders
• Recurring Services
• Billing Sets
• Resource Rates

As you create financial records for your customers, remember to return to the Financial tab to see the corresponding data reflected in these child tabs.

If you haven't done so already, create a "trial run" customer record to try out the different features offered by Service Billing.

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