Customers
The icon you use if the customer is not in the database.
What is the circled plus icon.
Your 1st initial and first 3 letters of your last name goes in this field.
What is the Order Control Group ID
This order status letter, means the order is finished or posted.
What is F
This module will show a breakdown of the charges on a past order.
What is Order Inquiry
The A/R in Customer A/R stands for this.
Accounts Receivable
This icon allows you to Maintain Addresses.
In Serv it is referred to as a barcode. In Core it is referred to as this.
What is a Docket Number
On the credit card payment type, this icon allows you to add a new card.
What is the circled plus icon
Extending an agreement must be done in this module.
What is Customer Activity
The Customer A/R module does not let you do this if no open invoices are listed.
What is apply payment.
Before doing anything, you need to make sure this is correct.
What is the Script
This is 3 days after the Batch Date.
What is the Deposit Date
This order status letter means the order has not been released or posted.
What is U
Look here to find the description of a product item.
What is Find Products
Seeing 203.25 on an account means this.
Customer owes $203.05
If there is no icon for what you want to do, try this.
What is Right Click
The order source MANENTY stands for this.
Manual Entry
A hangdown payment is listed under this payment type.
What is a check.
To cancel a suspension on a magazine order, go into this module.
What is Customer Subscription
Seeing -22.00 on an account means this.
They have a credit on the account of $22.00
This tick box is right above the "is blocked" tick box.
What is Deceased
To post order in your control group, you need to be in this tab.
What is Master Orders
Paid at Home Office is found under this payment type.
What is Check.
To update a credit card, go into this module.
What is Electronic Payment ID
Under the Details section; in the Payment information box, you can see Payment Code, Check Number, Currency and this.
What is Payment Date.