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Applications > Accounts Receivable > Modify > Customer Information

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Cusomer Information

Modify Customer Information allows you to set up and edit information on your customers.

This Section Includes:


Customer Information Grid




You have access to the following Filters:

In the Name field enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:




Postal Code

Click the Search button to display results or the Clear Filters link to reset all filters.


Customer Information Grid


The Customer Information grid contains the following columns for each customer:

Customer Name

Bill To



ACH: Displays a check if the customer has ACH information on their record.

Email: Hover over the Email  icon to view the email address or click it to begin composing a message in your email client.

Inquiry: Click the Transaction Inquiry  icon to display Transaction Inquiry results for the individual.

Note: Hover over the Note  icon to preview the note.

Setup: Hover over the Information  icon to display user and time information for when the customer was set up and last updated.

Click the Edit  icon or double-click any customer in the grid to edit their record. You can also click the Add New Customer link to add a new customer (More Information).