The Details tab on the Edit Customer screen, illustrated below, contains the personal details available for the Customer as well as any Custom Fields that have been associated with their account. The Customer Data table at the right-hand side of the screen shows you when the account was Created, the Income earned from the account, the Last Invoice date, any Amount Due, the date of the Last Payment, any Credit due the Customer and any Contacts associated with the Customer’s account.
The Contacts tab on the Edit Customer screen, illustrated below, allows you to add additional contacts to this Customer’s profile; for example, Account Department, Original Account Holder and so on. Follow the steps below to work with the Contacts tab.
Clicking on within the Contacts tab allows you to associate additional Contacts with a Customer’s account using the Add Contact screen, as shown in the following illustration. Use the steps below to add additional Contacts.
Clicking the Name link or clicking for a line on the Contacts list allows you to make modifications to existing Contacts using the Edit Contacts screen, illustrated below. Make any modifications necessary to the Contact’s information and click to save your changes to the system.
Clicking on the Contacts screen or clicking on the Edit Contact screen allows you to remove a Contact from the system. However, before performing the deletion, a Confirmation window, illustrated below, is displayed to confirm that is your intention. Click OK to proceed with the deletion or click Cancel to close this window without deleting the Contact.
Selecting the Payment Profiles tab on the Edit Customer screen displays the Payment Profiles screen, illustrated below. This securely stores Customer Payment Information to be used in the case of Recurring Billing or special one-time Invoicing. Each line on the Payment Profiles list displays only the last four digits of the Credit Card Number for security purposes. Follow the steps below to work with the Payment Profiles screen.
Clicking on the Payment Profiles screen allows you to add a Payment Profile for a Customer using the Add New Payment Profile screen, as shown in the following illustration. Use the steps below to add a Payment Profile for a Customer.
Clicking for a line on the Payment Profiles list allows you to remove a Payment Profile from the system. However, before performing the deletion, the system displays a Confirmation window, illustrated below, to ensure that is your intention. Click OK to proceed with the deletion or click Cancel to close this window without deleting the Payment Profile.