Customers

Payer and Customer sections of the Document and Temporary Check entry forms use the customer table to store and retrieve contact information. Stored customer information can be used to expedite the entry of official transactions and ensure the integrity and accuracy of contact information.

Step 1 - Search

Before adding a customer, search to see if they already exist in the customer database. This methodology will help prevent duplicating an existing customer record. Several search options are available for assistance with locating previously saved customer entries.

1.	Enter a portion of any or all of the following information: Account #, Name, City, State, or Zip.

2.	Click the binocular icon. Note: The search uses AND and BEGINS WITH logic. (Example) Entering '1' in the Account field and an 'A' in the Name returns only those records where the account begins with the number '1' AND name begins with the letter 'A'.

3.	From the list of results,if any, highlight a record to view and click OK. To perform another search, click Cancel

4.	Click Reset to initialize each search field.

Add Customers

If searching the customer database returned no match, add the customer information by following the steps listed below:

Required

Click Add

2.	Enter the customer's Account #.

3.	In the Name field, type the full account name as it should appear on a temporary check or customer copy of an official transaction.

Optional

1.	Address, City, State, and Zip - Enter the full address information for the customer.

2.	If this is a business account (Example ACME Hammer Corporation) - Enter the primary person's name in the Contact box.

3.	Phone, Fax, or Email - other information for the account name or account contact.

To save the new customer entry, click Save

Edit Customer

Customer information can be edited or deleted. To edit or delete customer information, follow the steps below:

1.	Locate the record to edit using the search feature detailed above.

2.	Highlight the customer record in the list box and click OK

3.	Click Edit

4.	Make your changes.

5.	Click Save

Delete Customer

1.	Locate the record to delete using the search feature detailed above.

2.	Highlight the customer record in the list box and click OK

3.	Click Delete

4.	Click OK to confirm the deletion.