📄️ Creating a Customer
The details of each of your customers, such as their name, address, phone number, and email, are kept in a customer record in EPASS. Customer records are used throughout EPASS. You can create a new customer record either in Customer Maintenance or when you start a new invoice.
📄️ Customer Defaults
AR Variables
📄️ Standardization of Customer Numbers
AR Variables
📄️ Customer Contacts
CustomerContacts
📄️ Emailing AR Statements
Tools > System Maintenance > Variables > Accounts Receivable > Statements tab
📄️ Phone Titles
The titles shown in Customer Maintenance and which phone numbers are text enabled are user configurable.
📄️ Update Key
The update key function will allow you to change the customer code to an new one and will update historical data with the new code. There is also the ability to update the customer's last and first names.
📄️ Washington State Tax Utilities
As you may be aware, on July 1st 2008 Washington state switched to taxes based on where the product is being delivered to vs where it was sold. In connection with this tax change, Washington state is also providing a tax region/location verification service to their businesses.