Maintaining Receivables Customers

Throughout the time period in which customers (tenant or non-tenant) pay your agency, you may need to periodically review and maintain their information.

1. From the Main Menu screen, click RECEIVABLES. The Browse Customers screen appears with all active customers displayed in a table.
2. Select how you want to order the customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first customer to match the criteria is highlighted in the table.
3. Highlight the customer record you want to work with and double-click, or click . The Maintain Customer Information screen opens with the Customer Information tab selected.
4. Review the general information you have on file for the customer on the Customer Information tab.
5. On the Main Information and Address sub-tab, click to editSee "Management Codes"the customer's main contact information and unit address.
6. If necessary, check the necessary checkboxes at the bottom of the tab:
7. On the Statement Address/Additional Information sub-tab, click to editSee "Management Codes"the customer's statement information.
8. On the Direct Debit Information sub-tab, click to editSee "Management Codes"the customer's direct debit information.
9. Click to save and apply any changes.
10. Click to accomplish the following tasks for your customers:
11. Click to add or edit notes attached to the customer record. See "Adding & Editing Notes"
12. Review the account, transaction, and payment information you have on file for the tenant on the Account Summary tab, Account Details tab, Recurring Transactions tab, and Payment History tab.

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