Customer Information Sections

Customer Information section definition

Title

 

Description

Customer Number

Display only. A unique number assigned to identify each organization as a customer.

Address 1

Auto populates the first line of the mailing address; displays primary, required address information (typically a P.O. box number or street number and street name) from the customer invoice.

State

 

Auto populates the U.S. state from the customer invoice.

Note

Required. Enter text to document the reason for the writeoff.

Customer Name

Display only. The customer's name. The system fills in this entry automatically from the customer invoice.

City

Display only. The customer's city. The system fills in this entry automatically from the customer invoice.

Postal Code

 

Display only. Also known as the zip code, this is typically a 5-digit number that represents a geographic region within a state.

More:

Invoice Items Tab