A Customer record contains the below fields, and also displays the date the Customer was created, the user who created it and the last Invoice and Payment dates.

Field	Description
Customer Name	Specifies the name of the person or company for which the Customer is created.
Postal Address	The postal address of the Customer. This may be different to the Customer’s actual address.
Office Address	Specifies the address of the office where the Customer is located. This may be different to their preferred postal address.
Contact	Allows all contact phone and fax numbers to be recorded.
E-mail	Specifies the Customers e-mail address.
Web	The customer's website URL.
Logo	The customer's logo. Click the icon to the right of the Logo field to choose the location of the logo from your computer/server.
Code	A unique code assigned to the Customer to assist with identification and finding the Customer with the search filters. This can be a alphanumeric or a numeral.
Old	The customer's code on your old/previous financial database.
Status	The status of a Customer can be: Active – The Customer is open and can be used. Corp Only – The Customer is associated with another customer. E.g: Another branch of a main customer but billing is not used. Closed – The Customer in inactive and can not be used. Hold – The Customer cannot be used but has not been closed permanently either. This can be used to suspend accounts until payment is received. New - A new Customer that has been created by staff on a Job and is to be reviewed by the person responsible for the Customer list. This person can then set the status to Active once they've reviewed the Customer details.
Type	Specifies the type of account such as Agent, Contra, Corporate, Other, Private or Storage.
Group	Used to group Customers together if required. You can use words or numbers in this field to group your Customers.
Currency	Specifies the currency of the Customer’s transactions.
Collection	A list of payment options that must be followed with the Customer. If there are no specific payment options leave the field blank.
Pay Method	The payment method to be used with the Customer.
Referral/Source	A code used to record the origin of bookings made with the Customer.
Details	A second level of the Referral/Source code used to record the origin of bookings made with the Customer.
Language	The Customer's Language.
Def Bank Acct	Your bank account for the customer's reference. Used in reports (such as on the invoice document).
Product	Removal/Job Product linked to the Customer.
CRM	The Corporate Account linked to this Customer.
Pricing	The Pricing Account (tariff) linked to the Customer.
Creditor	The Creditor/Supplier record that is the same entity as this customer.
Agent	The Agent record that is the same entity as this customer.
Comments	Comments about the Customer.
Company	The company number at your organization for this customer.
Branch	Specifies the branch or state that the Customer is linked to.
Priority	The Priority of the Customer.
Web ID	Web Interface ID Number (Allocated by Moveware).
Rev Grp	The Storage Rate Revision Group the customer should be included in.
Country	The Customer's Country.
Banking	The Customer's Banking/Credit Card details. See Enter Customer Banking Details
Corporate Account	Defines the Customer as a Corporate account. If Y, additional corporate information can then be viewed in Corporate/CRM.
Pricing Account	Defines the Customer as having pricing specific to this Customer.
Print Statement	Specifies whether a statement will to be printed for this Customer. Set to E if the Customer's statements are emailed.
Print Invoices	Specifies whether invoices will be printed up for this Customer. Set to E if the Customer's invoices are emailed.
Combined Invoicing	Indicates whether the customer can used Combined Invoicing.
Combined Storage	Specifies whether there storage associated with the Customer.
Combined Crating	Indicates whether the customer can used Combined Crate Invoicing.
P/O Req	Specifies whether Purchase Orders are required for the Customer. When set to Y, a popup will occur advising a PO is required when this Customer is used as the Bill To on a Job. It will also prevent an invoice from being posted if a (Purchase) Order number does not exist on the invoice.
Fine Art/Asset Management	Set to F if this Customer is a Fine Art customer. Set to Y if this Customer is an Asset Management customer. Set to I if this Customer is an Interior Design customer.
Bad Debtor	Bad or Doubtful Debtor.
Provision for Bad Debtor
Terms	Specifies the payable terms for the Customer.
Credit Limit	Can be set for the Customers to assist in managing accounts.
ACN Number	The Customer’s Australian Company Name.
ABN Number	The Customer’s Australian Business Number.
Vendor Number	The Customer’s vendor number.
Control Acc	Debtors Control Account.
Tax Type	Company or Private.
Acct Rep	The Sales rep at your organization who is the primary contact for the customer.
TM	Telemarking Sales Rep.
Acct Mgr	The Account Manager at your organization who manages this customer.
CC	The Credit Controller at your organization who manages this customer.
Price Var %	The default percentage markup.
Order	The Customer's default Order number.
Contacts	The table at the bottom of the screen is to add additional Customer Contact person(s). See Adding Customer Contacts

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