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ID - The ID number assigned to the customer automatically by the database.
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Store (Number) - The ID number for the default store the customer is assigned to.
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Company and Contact Name - The company’s name and/or contact person’s name. Each customer needs either a company name or contact name.
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Phone, Fax, and Mobile Number - The contact numbers for the customer’s primary Billing Address.
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Balance - The customer’s current balance.
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A blue number in parentheses represents a credit balance.
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A yellow number represents a balance that is within the customer’s credit limit.
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A red number represents a balance that is over the customer’s credit limit.
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Read more about customer balances and credit limits on the Customer Payment/Tax Info tab.
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Type - The customer’s Type. Customer types can be customized based on your company’s needs.
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Date Entered - The date the customer was entered into the software.
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Street Address, City, State, Zip, Country - The Billing Address for the customer record. Customers can have additional addresses, but only the billing address is shown in the search results.
Read more about Addresses for customers and vendors.
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Email Address - The Email Address associated with the primary billing address for the customer.
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Web Address - The website address associated with the customer. If your customer is a business it might be helpful to store their business webpage.
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Default Term - The default invoice term assigned to the customer.
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Salesperson - The default salesperson assigned to the customer.
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Payment Method - The default payment method assigned to the customer.