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You will enter the customers screen either from

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Child pages (Children Display)

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Customer Fields

Most of the fields shown are self explanatory and do not need information in this section so only those fields which require explanation are shown on the listing below

Expand
titleCustomer fields explanation

Field

Description / Use / Notes

GRA Fax

Allow Invoice Setup Check

This will allow this account to be checked for setup in the invoice checks which are found in the Reports menu within invoicing.

GDPR

You can mark an account with the different options within the GDPR system allowing privacy for customers as it will hide or completely remove the customers address.

Some fields are derived from the fianance system if there is a link, for example

  • Outstanding debt

  • Percentage debt

  • Stock value

Nominal Code Structure

There are five invoice categories where you can add a nominal code, if you do not add the nominal code then the customer will show the RED warning marker if you try to generate invoices for the customer.

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