• Tutorials
    • Forms, Navigation
    • Forms, Popup and Context Menus
    • Forms, Color of Fields
    • Forms, Changing the Font
    • Forms, Customizing
    • Forms, Printing Reports
    • Forms, Send Email
    • Forms, Help
    • Grids, Navigation
    • Grids, Scrollbars
    • Grids, Functions
    • Grids, Functions, Refresh
    • Grids, Functions, New Wizard
    • Grids, Incremental Search
    • Grids, Selecting Multiple Records
    • Grids, Find and Find Next
    • Grids, Filters
      • Filters, Creating a New
      • Filters, Getting Fancy
      • Filters, Saving and Reusing
      • Filters, Default Filters
    • Grids, Printing Reports
    • Grids, Customizing
    • Menus, Shortcut Keys
    • Forms, Form Letters
      • How to print a Form Letter, Richtext
      • How to print a Form Letter, PDF
      • How to create your own Form Letter
  • Webinars
  • Training
    • Windows XL Training
    • Mobile Delivery
  • What’s New
  • Follow us on Twitter

TeamDME! XL Help

  • System
    • Company
    • Postal Codes
    • Task
    • User Security
    • Dashboard
    • Report Designer
  • Inventory
    • Item
    • Item Category
    • Item Department
    • Item Manufacturer
    • Item Location
    • Tracked Item
    • Activity
      • Physical Count
      • Item Adjustment Edit
      • Service Transaction Edit
      • Item Transfer Edit
    • Reports
  • Orders
    • Diagnosis Code
    • HCPCS Procedure Code, Edit
    • HCPCS Procedure Modifier
    • HCPCS Coverage Criteria List
    • HCPCS Fee Schedule
    • Physician
    • Payor
    • Therapist
    • Facility
    • Quote
    • Medical Order
    • Point-of-Sale
    • Recurring
    • Claim Pending
    • Claim History
    • Reports
  • Receivable
    • Customer
    • Salesperson
    • Referral
    • Nonallowed Reason
    • Responsible Reason
    • Adjustment Reason
    • Payment Type
    • Payment
    • Reports
      • Aged Receivable Reports
      • Revenue Reports
      • Audit Reports
      • Finance Fee
      • Customer Statement
      • Collection Letter
  • Purchase Orders
    • Purchase Order
    • Purchase History
  • Payables
    • Vendor
    • Unposted Invoice
    • Unpaid Invoice
    • Reports
      • Aged Payable
      • Open Payable
      • Cash Requirements
      • IRS 1099 Forms
  • Ledger
    • Chart of Account
    • Journal Unposted
    • Journal History
    • Bank Register
    • Reports
      • Balance Sheet
      • Income Statement
      • Trial Balance
  • Windows
You are here: Home / Receivable / Table / Customer / Customer Edit, Name
«« CustomerCustomer Edit, Demographic »»

Customer Edit, Name

Customer Name, Address, Phone, Fax Mobile and eMail The customer or company’s name, address, phone, fax, mobile and email address.
Active Check if the customer is active, available to enter orders for.
Person Check if the customer is a person. Uncheck if the customer is a company.

Note: If customer is set up as a company, then the name boxes will be replaced with company name and prefix. The contact field will appear as well.

Finance Fee Check if the customer should get a finance fee.
Statement Check if the customer should get a Statement.
Email Check if the customer wants statements emailed.
Location The location from which customer normally receives his/her equipment.
Facility The facility where the customer resides.
Salesperson The salesperson responsible/credited with customer.
Reimbursement The Reimbursement Specialist responsible for this account.
Tax Area The customer’s tax area.
Tax Table The Tax Table for this customer. This represents the Sales tax which should be charged for purchases this customer may make when not billed to another Payor.
Delivery Technician Select the delivery technician for this customer.
Page Tags: Customer, Name
«« CustomerCustomer Edit, Demographic »»

Tell us what you think. Cancel reply

You must be logged in to post a comment.

RETURN TO TOP

Copyright 2014-2026 · TeamDME!, Inc. · All Rights Reserved · Log in