The contact information for the account.

Indicates who should be contacted for billing related inquiries. A person must be added as a contact first to display in the drop down list.

Entry field to identify a parent account.

Indicates the current status of the parent account.

The region the account belongs to. The division the account is assigned determines who handles the account in other areas such as Dispatch and Operations.

Indicates how the account originated and helps with future sales and marketing campaigns.

Identifies the person overseeing the account (possibly the salesperson) and is considered the account’s point of contact for changes in service.

Indicates if the account is Commercial, Residential, Municipal, Broker, etc.

Billing

Division specific billing group the account is placed in.

Delivery method for the invoice. If ‘No’ is selected, the invoice can only be printed and mailed.

Indicates the length of time the customer has to pay.

Select the check box and one invoice will generate for each location. If unchecked, one invoice generates for all sites.

Select the check box and the account will follow the default settings established to place the account in a Credit Hold status after so many days past due and amount past due.

Select the check box and the account will follow default finance charge settings established for the Account Class.

Select the check box and the account will not be charged a credit card fee.

Select the check box and the account will not receive past due notification letters.

Other

Anything entered here will display each time the account is accessed.

Contact and location information for the site.

If selected, the driver will be required to collect a signature each time they service the location.

Identifies the region the site belongs to.

Identifies the tax region the site belongs to.

Displays in the site details section when viewing the Customer screen.

Displays as a site-specific pop-up warning anytime the site is accessed.

Used for conveying information the driver will need to access a location. Displays every time the site is serviced.

If the site is tax exempt and no tax region was selected when the account was created, select the Tax Exempt check box.

If the Tax Exempt box is checked, enter supporting information for the reason why the site is exempt.

Select a Surcharge Group if the location is subject to a surcharge.

Determines the amount of information the invoice should include.

If the location is receiving invoices by email, select:

• Account Settings and the location will follow what was previously set up for the account.

• Email With Link and the location will receive a URL link to open the invoice.

• Email With PDF Attachment and the invoice will be attached to the email as a PDF.

Select the name of the Site Billing Contact if the contact is different than the account contact. Contacts are only assigned here. To create a contact, the Contacts tool must be used.