User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

41CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice

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Billing GroupBilling Group

Billing Group—Definable groups allow printing in selected

batches. For example, a Billing Group could be an insurance

agency or weekly, bi-weekly, or monthly group of special customers.

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Agent/ContactAgent/Contact

Agent/Contact—Used for restoration work to identify the agent.

This field is visible only if Insurance is the Account Type selected.

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Account #Account #

Account #—Enter any random alphanumeric account number or

let the system assign it by selecting the Copy From ID button.

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LimitLimit

Limit—Sets a maximum charge limit for the selected customer.

Setting this field to 0.00 allows an unlimited amount to be charged.

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Billing DiscountBilling Discount

Billing Discount—Applies a statement discount based on the

percentage in this field for this customer only.

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Counter A/R Auto EventCounter A/R Auto Event

Counter A/R Auto Event—An order in production can be auto-

matically paid at any defined processing step. It is customary for a

counter order payment to occur at pickup only; however, this

dropdown establishes an alternate step at which the order is

automatically posted to

A/RA/R

A/R for this customer.

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Route A/R Auto EventRoute A/R Auto Event

Route A/R Auto Event—This is the same function as described

above, but for route delivery customers.

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Payment PrecedencePayment Precedence

Payment Precedence—If automatic

A/RA/R

A/R and

CCOFCCOF

CCOF are both

defined for use at order pickup, this dropdown determines which

one applies first by default (see Accounts Receivable section,

Customer A/R Setup for additional information).

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Account ActiveAccount Active

Account Active—Uncheck this box to restrict charging new orders

on account (does not remove account history or amounts due).

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Print StatementPrint Statement

Print Statement—Uncheck this box if a statement is not to be

printed for this customer.

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Print InvoicePrint Invoice

Print Invoice—Check this box if all related invoices are to be

printed along with the statement.

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Assess Late ChargeAssess Late Charge

Assess Late Charge—Adds a flat late fee to statement amounts

paid late (based on

A/RA/R

A/R billing group configuration settings).

•

Assess InterestAssess Interest

Assess Interest—Adds interest to statement amounts paid late

(based on

A/RA/R

A/R billing group configuration settings).

2 Credit Card Settings

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PrimarPrimar

Primar

y Cry Cr

y Cr

edit Caredit Car

edit Car

d—Type or swipe a credit card number into this

field for Credit Card On File (

CCOFCCOF

CCOF) storage. Once entered, only

clerks with the required security rights can view the entire

CCCC

number, all others are restricted to the last four digits only. Credit

card numbers are automatically encrypted when saved.

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UsageUsage

Usage—Determines how

CCCC

CC payment will be applied during an

order pickup session. There are three options: Never–disable card

use, Prompt–prompt user for

CCOFCCOF

CCOF or swipe other

CCCC

CC, and

Automatic–apply the

CCOFCCOF

CCOF automatically.