Customer Management General Tab

Accounting > Accounts Receivable > Customer Management > General

The fields on this page represent basic customer information.

1. Identifier - change customer identifier if needed

2. Name - change customer name if needed

3. Tags - select customer tag(s)

4. Account Number - enter the customer account number

5. Name on Check - enter the customer's name as it should appear on the check

6. Billing Address and Mailing Address - enter the street Address, Country, City, State, and Zip of the Billing address. Select Mailing Address same as Billing Address if appropriate, otherwise, enter the street Address, Country, City, State, and Zip of the Mailing address.

7. Phone Number - enter the customer's phone number

8. Fax Number - enter the customer's fax number

9. Email - enter the customer's email address

10. Website - enter the customer's website

11. D-U-N-S Number - enter the customer's D-U-N-S number

12. Active - toggle active status

13. Close - click to return to Customer Management without saving changes

14. Save - click to save changes