Viewing Account Details for a Current Customer

To view the account details for an existing customer account:

1. Click the Account Detail tab on the Customer # window. This displays the account details for this customer.

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2. The Account Detail tab provides the following information:

   Primary Billing Contact
   Name	The name of the individual or company associated with the account who is to receive the invoice. In many instances, the billing name is identical to the customer information name. If the invoice will be sent to someone other than the customer in whose name the account was registered, enter the correct name in the Billing Address section.
   Company Name	The name of the company associated with the account.
   Street1	The street address of the individual or company listed as the subscriber for this account. If the invoice is to be sent to a different address, enter the correct information in the Billing Address section.
   Street2	Supplemental address information. Use this for suite or apartment numbers, or other information that won’t fit in the Street1 field.
   Street3	Supplemental address information. Use this for suite or apartment numbers, or other information that won’t fit in the Street1or Street2 fields.
   City	The name of the city where the individual or company address is located. If the invoice is to be sent to a different city, enter the correct information in the Billing Address section.
   State	The name of the state where the individual or company address is located. If the invoice is to be sent to a different state, enter the correct information in the Billing Address section.
   Zip	The postal code of the customer address. If the invoice is to be sent to a different address, enter the correct code in the Billing Address section.
   Country	The country of the customer address. If the invoice is to be sent to a different country, enter the correct information in the Billing Address section.
   Credit Information
   Date of Birth	Some companies offer discounts or other incentives to customers who fall within certain age groups. Note Depending on your permissions, this field may be masked.
   Credit Class	Indicates customer account standing. Used to assist in the assessment of potential credit risk for this account.
   Credit Limit	Used to assist you with reporting fraud and prevention of bad debt. The dollar value of the customer’s Credit Limit.
   DUNS number	The number assigned to a company by Dun & Bradstreet.
   Driver License	The Driver License displayed is the license number of the individual responsible for the account.
   Driver License State	The Drivers License State displayed is the abbreviated State where the drivers license, of the individual responsible for the account, was obtained.
   Reporting Information
   Invoice Format	The combination of reports generated with the invoice for this customer at bill time.
   Region	Designates the assigned region for the customer. Some products, services, and discounts may be limited to certain customer-regions.
   Affinity Group	Affinity pricing plans pay a commission to an outside organization for a percentage of the total calls charged to a group of customers. This field designates the group to which the affinity commission is computed and reported.
   Home Region	Used for custom billing report (Local-Calling-Area) only.
   Billing Indicators	Click the link to view the Billing Indicators window.
   Miscellaneous
   Finance Charge Exempt	True: The customer should not be charged finance charges. False: The customer should be charged finance charges if warranted.
   Reason for Leaving	A brief description of why the customer account has been disconnected.
   Suspend Reason	If the account has been suspended, the reason for the suspension is displayed.
   Entitlements	Click the link to view the Entitlements window.
   Usage Rounding Option	Displays the usage rounding option associated with the customer account. Note This field may or may not be displayed, depending upon your permissions.
   Accounts Recv Group	Displays the accounts receivable group associated with the customer account. Note This field may or may not be displayed depending on your permissions.
   Finance Group	Displays the finance group associated with the customer account. Note This field may or may not be displayed depending on your permissions.
   Aging Group	Displays the aging group associated with the customer account. Note This field may or may not be displayed depending on your permissions.
   Tax Information
   Override Jurisdiction	Displays true if the tax jurisdiction has been overridden. Displays false if the tax jurisdiction has been set by the system.
   Tax State	Automatically entered based on the customer’s ZIP code. the Tax State can be overridden. In the case where a non-USA country is entered, no tax information is entered. Note A required field for U.S. addresses.
   Jurisdiction ID	A unique number that identifies the tax jurisdiction.
   Jurisdiction	Automatically entered based on the address validation method. The tax jurisdiction can be overridden, if necessary. In the case where a non-USA country is entered, no tax information is entered.
   SSN	The customer’s Social Security Number, if applicable. Note Depending on your permissions, this field may be masked.
   FEIN	The customer's Federal Employee Identification Number.
   Exemptions	Click the View link to view the Tax Exemptions window. (Show picture) See Additional Info Tab for more information.