Welcome to Gravity Help
Revenue
Customers
use customer entry to create or edit customers access the customer function from the financials, revenue options process steps how to enter a customer in gravity s ummary customer id customer id is a user defined code used to access the customer record customer id is a 100 character alphanumeric field customer id is required customer name enter the customer name the name format is a 160 character alphanumeric field customer name is required dba name when required, enter a dba name if the customer uses a different name active select active to allow invoices to be generated for the customer toggle the field to hold to place the customer on hold, preventing new invoices from being generated note cash receipts can be applied when the customer is placed on hold customer class the customer class us used to group customers for reporting purposes details phone, fax, email & web site use these fields to enter customer contact information options invoice delivery in order to have invoices emailed to the client, set the invoice delivery method to email gravity uses the email address on the customer details record for the email address on invoices to send additional copies of an invoice, set up contact records and set the send invoice option to yes payment method this is the default payment method used by cash receipts this can be changed on each cash receipt statement delivery in order to have customer statements emailed to the client, set the invoice delivery method to email statement email address enter the email address for customer statements inter entity options see inter entity billing docid\ mvuz6p2ykgzcpiqhc2q10 defaults default terms select the default terms code for the customer terms code can be changed on each invoice see terms codes docid\ jm2n azk4a8im2xaiez2r default site enter the default inventory site used by the customer see site docid\ emh zfqf9gj2yyqmvzdlx credit limit enter the customer's credit limit this field is currently not used by gravity ship complete select whether the customer allows partial shipments this field is currently not used by gravity p rice class select the price class appropriate for the customer access the price class screen from the systems settings, revenue options see item pricing docid\ om3n1g0oyc p0zhb4yhk4 finance charge enter the customer's finance charge percentage salesperson enter or select the customer's default salesperson territory enter or select the customer's default territory invoice comments use the invoice comments field to enter comments that print on the customer invoice default addresses and address set up use the addresses section to enter customer address information saved addresses are attached to the customer record assigning addresse s addresses are assigned to the customer record after being set up as described above note the customer record must be saved before an address can be created bill to address select the address reflecting the customer’s bill to address bill to is printed on the customer’s invoices bill to can be changed on each invoice ship to address select the customer’s default ship to address ship to may be printed on invoices for the customer ship to can be changed on each invoice statement to address select the customer’s statement to address contacts set up use the contacts section to enter customer contacts on the contact record you can identify contacts that can will receive copies on invoices when they are emailed financial & security dimensions enter the dimension rule for each dimension set up dimensions can be set to ignore, optional or required see using dimensions docid\ lwsc6qioyqo8m1vtkk0hh accounts receivable override enter an account from coa used to override the default ar account set up in the entity configuration access criteria customers can be defined to be shared by all, selected or just a single entity when selecting only one company, or selected companies choose the applicable entity(s) from the drop down list displayed customers are only displayed in the entity(s) selected tax information sales tax select the sales tax schedule default for the customer the sales tax schedule can be changed on each invoice see tax schedules docid 0zpj0zde2dvbaepkgcnzr ein number/tax exempt/resale certificate enter tax document information as needed currency select the default currency for the customer the currency can be changed on each transaction activities and notes use activities and notes to capture customer information for future reference set up and track activities such as tasks and phone calls enter notes and attach records as required