TRAVERSE Global v11.1

Customers

Use the Customers function to set up and maintain customer records. A customer account can be set up as an open invoice or a balance forward account. For open invoice accounts, detail is kept on invoices and payments are applied to specific invoices. For balance forward accounts, detail is kept on invoices for the current month and payments are applied to the total balance.

After you set up customer records, you must create initial (opening) balances for them. The method for creating initial balances depends on whether you have open invoice accounts, balance forward accounts, or both. See Setting Up Initial Balances for information about entering initial balances.

  • Click the Contact Link button on the toolbar to open the CM Contact Link dialog box. You can link the customer to a CRM contact with a Customer link type.
  • Use the Age button to age the customer balance. A dialog box will open asking if you want to update the balance with real-time aging. Click Yes to proceed, or No to cancel.
  • Use the Payments button, if available, to review external payment information for the customer. If the customer's Payment Method ID on the Defaults tab is set to an external payment processor, saved credit card information will appear in the External Payments screen for the customer.

    Note: You cannot add, edit, or delete external CC payment information in the detail grid. You must use the Payments button on the toolbar to open the External Payments screen to perform these actions. However, if you have an EMV (card reader) device available, you can use it to enter a new card when the Use New Card check box is marked.

    See the TPS Overview for more information about external payments, as well as some examples.

  • Use the Document Delivery button () on the toolbar to set up electronic delivery options for documents such as sales orders or invoices.
  • Click the New button () to open a blank customer record.
    • Enter a Customer ID for the new customer.
    • If you are creating a new customer, you can select a customer ID to copy information from in the Copy From list box. This field is available only when you are setting up a new customer.
  • Click the Search Email button () to view the emails to and/or from the vendor selected, searching for the email address on the General tab. You must have the Message Tracking Setup in System Manager completed to use this function.
  • Attachments