[AR] AR Customers

Customer:
Enter the Customer Number for your tracking (or use the grid view to see the next number to use)

Name:
Fill in the AR Customer Name
Sort Name will auto populate

Mailing Address:
Fill in your Mailing Address Information
Add'l Address if Applicable

Billing Address:
Fill in your Billing Address Information
Add'l Address if Applicable

Contact Information:
Phone - Enter Phone Number
Fax - Enter Fax Number
Contact - Enter Main Contact
Contact Ext - Enter Main Contact Extension if applicable
Email - Enter Contact Email
URL: Enter Company URL if needed

Add'l Info Tab:
Status: Typically Active, update as needed
Payment Terms: Set up customers payment terms
Receivable Type: Usually Accounts Receivable
Tax Code: If the customer has a tax code
Misc. Dist Code: Enter the default AR Misc Distribution Code (F4 to select) for this customer to auto-fill on invoices and payments—can be changed if needed.

Credit Limit: If there is a credit limit you can enter here.
Markup/Discount Rate: Materials Sales markup only
Finance Charge Type:

• A = Account – Charges all outstanding invoices as one line (Open Item or Balance Forward).
• I = Invoice – Charges by specific invoice (Open Item only; switches to A if Balance Forward is selected).
• R = RecType – Charges grouped by receivable type, one line per type (Open Item or Balance Forward).
• N = None – No finance charges applied.

Exclude Contract Invoice from Finance Charges Checkbox
Statements: Check this box if you're printing statements for the customer
JB Progress Bills Invoice Format: Select your format is applicable
Sync To ProjectSight checkbox

Material Sales

This only needs to be filled out if you intend on using it with Material Sales

Statement Delivery Tab
This will show you the list of all statements delivered 

Notes
This is where miscellaneous notes go