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Customer Information List

Access this report using Reports>Accounts Receivable>Customer Information.

Use this report to print a list of customers that were set up using the Maintain>Accounts Receivable>Customers form. This report is comprised of the Customer, Billing, and Contact Information. It also includes the Default Revenue Account, Distribution Code, and selections for printed and/or emailed invoices and customer statements.

Additional items, columns, and filters are available if any user defined fields were created by the Administrator using Organization>Set Up User Defined Fields. Only user defined fields with a field type of String, Editable Drop-Down List, Non-Editable Drop-Down List, Date, or Yes/No are available in the Items by Page group box on the Content tab.

User defined fields with a field type of Currency follow the formatting of the organization's functional currency. The functional currency was determined by the Administrator when the organization was created (File>New Organization>Functional Currency panel).

Report Criteria

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Class	This item is used to limit or sort a range of customer IDs. Assign it to different IDs so that they can be grouped together. The report shows the class-Financial Counseling or Budget Counseling, for example.
Type	This is used as a second-level sort for Class. Use it to limit or sort a range of customer IDs. For example, within the Class Financial Counseling, you might assign Types Bankruptcy, Debt Consolidation, or Refinancing. The report would show these types.
Customer ID	The ID assigned to the customer. The report shows the Customer ID-Smith, Jones, or Adams, for example.
Customer Name	The customer's name. The report shows Ann Smith, Brian Jones, Steven Adams, for example.
Status	The status of the customer ID-Active, Inactive, or Discontinued.
Cash Only	A status of Yes or No, indicating whether the Cash Only box is checked for this customer.
Currency	The currency type assigned to the customer, such as USD, CAD, or EUR. Currencies were created and activated by the Administrator using the Organization>Currency Setup form.
Currency Description	The description associated with the currency, such as US Dollar, Canadian Dollar, or Euro.
Always Receive in Customer Currency	A designation of Yes or No, determining whether to always pay this customer in the specified currency.
Billing Group ID	The customer's billing group ID.
Website	The customer's URL for this webpage.
Resale Tax ID	The customer's resale tax ID.
Billing Address	The street or post office address where the customer is billed.
Billing City	The city where the customer is billed.
Billing State/Province	The state or province where the customer is billed.
Billing Postal Code	The postal code for the designated billing city/state.
Billing Country	The country where the customer is billed.
Printed Billing Address	The billing address that overrides the printed format of the main address.
Billing Contact Title	The title for the billing contact person, such as Ms. or Mr.
Billing Contact Name	The name of the billing contact for this customer.
Billing Contact Position	The billing contact's position, such as Sales Rep or Owner.
Billing Contact Email	The email address for the billing contact.
Billing Voice Number	The billing contact's voice telephone number.
Billing Fax Number	The billing contact's fax number.
Service Address	The street or post office address to which the customer has items shipped or where services are rendered.
Service City	The city to which the customer has items shipped or where services are rendered.
Service State/Province	The state or province to which the customer has items shipped or where services are rendered.
Service Postal Code	The postal code for the designated service city/state.
Service Country	The country associated with the service address.
Printed Service Address	The service address that overrides the printed format of the main address.
Service Contact Title	The title for the service contact, such as Ms. or Mr.
Service Contact Name	The name of the service contact for this customer.
Service Contact Position	The service contact's position with the customer, such as Sales Rep or Owner.
Service Contact Email	The email address for the service contact.
Service Voice Number	The service contact's voice telephone number.
Service Fax Number	The service contact's fax number.
Shipping Address	The customer shipping address entered on the Maintain>Accounts Receivable>Customers>Addresses>Customer Shipping Address form.
Shipping City	The customer shipping address city.
Shipping State/Province	The customer shipping address state or province.
Shipping Postal Code	The customer shipping address postal code.
Shipping Country	The customer shipping address country.
Printed Shipping Address	The shipping address that overrides the printed format of the main address.
Shipping Contact Title	The customer shipping address contact title, such as Mr. or Ms.
Shipping Contact Name	This is the customer shipping address contact name.
Shipping Contact Position	The customer shipping address position, such as Sales Rep or Owner.
Shipping Contact Email	The email address of the customer shipping contact.
Shipping Voice Number	The telephone number of the customer shipping contact.
Shipping Fax Number	The fax number of the customer shipping contact.
Shipping Sales Tax Code	The Sales Tax Code associated with this shipping address.
Credit Hold	A status of Yes or No, indicating whether the Credit Hold box is checked for this customer.
Apply Finance Charge	A designation of Yes or No, indicating whether a finance charge has been applied to this customer.
Taxable	A designation of Yes or No, indicating whether the customer is taxable.
Default Shipping Address Code	The default used for the shipping address code.
Billing Comment	The billing comment for the customer.
First Discount %	The customer's discount percentage.
Second Discount %	The customer's second discount percentage.
First Discount Days Available	The number of days the discount is available.
Second Discount Days Available	The number of days the second discount is available.
Days Until Net Amount Due	The number of days from the Invoice Date until this customer's net amount for the invoice is due.
Default Revenue Account	The Revenue Account to which invoices to this customer are usually credited-40001 or 40101, for example.
Default Prepayment Account	The default Prepayment G/L code for this account.
Default Distribution Code	The default Distribution Code for this account-PROF for example.
Default Discount GL Account	The default general ledger account set up using Maintain>Accounts Receivable>Customers>Default Coding tab.
Print Paper Invoice	A status of Yes or No, indicating whether the Print Paper Invoice box is checked for this customer.
Email Invoice	A status of Yes or No, indicating whether the Email Invoice box is checked for this customer.
Invoice Email Addresses	The email addresses used to send invoices to the billing contacts.
Invoice Email Process Template	The email process template used to send invoices to the billing contact.
Print Paper Statement	A status of Yes or No, indicating whether the Print Paper Statement box is checked for this customer.
Email Statement	A status of Yes or No, indicating whether the Email Statement box is checked for this customer.
Statement Email Addresses	The email addresses used to send statements to the billing contacts.
Statement Email Process Template	The email process template used to send statements to the billing contact.
Notes	Any notes entered on the Maintain>Accounts Receivable>Customer Information>Notes tab.
Original Customer ID	The Customer ID used before it was renamed or merged into the new Customer ID (using the Merge/Rename Customer ID form).
Merged/Renamed Date	The date the Customer ID was merged or renamed into the new Customer ID.
Merged/Renamed Type	Whether the ID was merged or renamed-M (Merge) or R (Rename).
Merged/Renamed By	The user who merged or renamed the ID.
Merged/Renamed Comment	Any comments entered about the merged or renamed customer.
{User Defined Field} - Customers	A customer type user defined field and its data. There will be a separate column for each field.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.