Create and maintain customer records. The customer form is organized into a Details tab, a Contacts / Delivery tab, an Information tab, and a Custom Fields tab. The Details tab contains the sections described below.
| Customer Code |
The unique identifier for this customer. This field can only be set when creating a new customer. |
| Customer Name |
The customer's full name as it appears on documents and reports. |
| Trading Name |
An alternative trading name for the customer, if different from the Customer Name. |
| Bill To Account Code |
Lookup to another customer record. When set, invoices and credits processed for this customer will have their balance appear against the Bill To customer instead. |
| Country Code |
The country code for the customer's location. |
| Phone No |
Primary telephone number. |
| Phone No 2 |
Secondary telephone number. |
| Phone No 3 |
Additional telephone number. |
| Web Address |
The customer's website URL. |
| Email Address |
The customer's primary email address. |
| Statement Email |
Email address used for sending statements. |
| Invoice Email |
Email address used for sending invoices. |
| Quote Email |
Email address used for sending quotes. |
| Packing Slip Email |
Email address used for sending packing slips. |
| Customer Group Code |
The customer group this customer belongs to. The lookup list is filtered to show only groups matching the customer's currency code. |
| Currency Code |
The currency used for this customer's transactions. |
| Customer Type |
The type of customer account. |
| Sales Area Code |
The sales area assigned to this customer. |
| Sales Person Code |
The default sales person for this customer. |
| Category 1 |
First user-defined category for customer classification. |
| Category 2 |
Second user-defined category for customer classification. |
| Payment Due |
A composite field consisting of a count and a unit that defines when payment is due. The unit determines the time period type. |
| Payment Day of Month |
Specifies the day of the month payment is due. |
| Discount |
The discount percentage for prompt payment. |
| Discount Period |
A composite field consisting of a count and a unit that defines the period within which payment must be made to receive the discount. |
| Discount Day of Month |
Specifies the day of the month by which payment must be received for the discount. |
| Statement Style |
The statement format for this customer. |
| Statement Aging |
A composite field consisting of a count and a unit that defines the aging period used on statements. |
| Media Code |
The payment media code for the customer. |
| Bank Through |
Controls whether receipts are banked directly. |
| Payer Name |
The name of the payer for banking transactions. |
| Bank Account No |
The customer's bank account number. |
| Bank Reference |
Reference information for banking transactions. |
| Bank Particulars |
Additional details for banking transactions. |
The balances are shown as a table with a Balance Type column, an Amount column (in the customer's currency) and, when the customer's currency differs from the base currency, a Base Amount column. The following rows are listed (oldest first):
| Balance 3, Balance 2, Balance 1 |
Read-only. Outstanding balances for each older aging period, where Balance 3 is the oldest. Balance 1 is the period immediately before the current period. |
| Current |
Read-only. The outstanding balance for the current period. |
| Future |
Read-only. The outstanding balance for periods after the current period. |
| Total |
Read-only. Total outstanding balance across all periods. The total amount is colour-coded green when positive (or zero) and red when negative. |
| Address 1-5 |
The customer's main address lines. In edit mode, each line is an individual field. In view mode, the address is displayed as combined text. |
| Post Code |
The postal or ZIP code for the customer's address. |
| Branch Code |
The branch code for this customer. |
| Department Code |
The department code for this customer. |
| Location Code |
The location code for this customer. |
| Regime Code |
The tax regime for the customer. |
| Other Party Code |
The code the customer uses to refer to you (their supplier code). |
| Business No |
The customer's business registration number. |
| Tax No |
The customer's tax number (e.g., GST or VAT number). |
| GST Override |
When set, this GST code overrides the product's GST code on all invoice lines for this customer. |
| Price Code |
The price list to use when creating documents for this customer. |
| Discount Schedule Code |
The discount schedule that applies to this customer. |
| Comment |
A short text field for notes about the customer. |
| Credit Limit |
The maximum credit amount allowed for this customer. |
| Auto Allocate |
Controls how payments are automatically allocated against outstanding transactions. |
| Stop Credit |
When enabled, prevents new credit transactions for this customer. |
| Order No Required |
When enabled, a customer order number must be entered on invoices and orders for this customer. |
| Back Order |
Controls whether this customer accepts back orders. |
| Inactive |
Marks the customer as inactive. Inactive customers are hidden from normal selection lists. |
The Information tab holds free-form notes about the customer. The body is read-only in browse mode and editable in edit mode.
| Content Type |
Selects how the Information body is edited and rendered: Text, Markdown, or HTML. Changing the content type converts the existing body to the new format. |
| Select Narrative |
Inserts a predefined global narrative into the Information body. Use the Mode selector to choose whether the narrative is appended to the existing text or replaces it. Selecting a richer narrative raises the content type to match. Available in edit mode only. |
| Information body |
The notes themselves, edited with an editor appropriate to the selected content type. |
A Custom Fields tab is included automatically for any user-defined fields configured for customers.
When viewing a customer record (browse mode), a header is displayed showing: