Editing Customer Accounts

To modify, delete, add a charge to a customer’s account without creating a repair order, click the Edit Accounts toolbar button The Edit Accounts button in the AR toolbar. .

Customer Search

Search for customer in AR is similar to customer searches throughout R.O. Writer except

You can also search by repair order, estimate, or inspection number by typing it in the field provided.
You do not need to search for the customer's vehicle as well.

Viewing an Account

When a customer is identified, the status of their account is shown along with the outstanding charges.

The Edit AR Customer account window.

Accounting Information

This section displays how much this customer has spent on all repairs for all vehicles, the amount currently outstanding, and other information about the account status.

List of Charges and Payments

The section at the bottom of the window displays the individual charges made to the account.

Ref # - Displays the reference number entered for the charge. If no reference number was entered, then this column is blank. If the charge was made from a repair order, the repair order number displays in this column
Date - Displays the date of the charge or credit. If the charge was made from a repair order, the date is the date the repair order was finalized.

Also shown are the amount of the unpaid charges, and the status of the customer’s statement.

Adding Notes

Customer Notes may be edited by clicking the Notes tab and entering the new information. Click the Save button to save the edited notes.

The customer notes on the Edit AR Customer account window.

To edit a customer’s information, click the Edit Cust toolbar button; see Edit Customers.

Adding and Editing Customer Charges

To add a charge to a customer’s account, click the Add Charge toolbar button.

To edit an existing charge, select the desired charge in the list and either double-click it or press the ENTER key.

The transaction may be edited or deleted by clicking the Delete button.

The Edit AR entry window.

The following table describes the information you can edit on the Edit A/R Entry window.
Field	Description
Reference Number	If the charge is a repair order, this is the repair order number. For charges added to accounts receivable, this field is available to reference the charge.
Transaction Date	The date the transaction occurred.
Description	The type of transaction. This may be a credit memo, balance forwarded, repair order, etc. If this charge came from a different customer (third party billing), the charge will appear with the original customer's name in the description.
First Statement Sent	Date of the first statement
Statement Sent	A checkmark indicates that the statement has been sent. This starts the account aging.
Last Statement Sent	Date of the last statement. This date triggers finance charges being added.
Purchase Order Number	If this customer requires a purchase order, the purchase order number for the repairs would be recorded.
Amount	The balance outstanding for this transaction.
Billing	The billing cycle: monthly, semi-monthly, or weekly.

NOTE: If the Accounting Interface for QuickBooks is being used, any charges that are added, changed, or deleted with this function will not be reflected in QuickBooks. A manual transaction will have to be done in QuickBooks to reflect the changes.

Closed Accounts

Closing an account can help prevent an employee from inadvertently permitting a customer who has had his charge account revoked to continue charging repairs. It is possible to have a customer with a closed account have an outstanding balance.