Customer Information Tab

• ID (Giving by the system) 
• Client or Company Name 
• Click in the drop down menu and select the client name, as seen below 
  
• 2nd Line  
• Contact- Dear 
• Admin 
• Title 

Contact Address

• Address 
• City 
• State 
• Country 
• Zip code 

Contact Info

• Office or Primary Phone
• Mobile 
• Home 
• Fax 
• Email
• Website 

Financial Recap

• Payment Notes
• Customer Terms 
• Pricing Type 

Rewards 

• Available 
• Monthly 
• YTD 

Aging

• Current 
• Balance 
• Over 30
• Over 60
• Over 90

History