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Customer Account Mailing Address Update

Warren Hamilton
Warren Hamilton
  • Updated

Customer Relationship Management/ Introduction

The Customer Account Mailing Address Update function permits users to update an existing mailing address belonging to a customer account for billing purposes. The correspondence address can also be updated directly in the customer group account function under the "Mailing Address Update History" tab. 

Requirements

  1. Existing Customer Account
  2. Existing customer contact details. 

Step Process

  1. From the homepage, go to module menu option.
  2. Navigate to "Customer Relationship > Customer Account Mailing Address Update".
  3. Choose from existing enquiries or click "Create New".
  4. Select a customer or a customer group account.
  5. Select the relevant Business Entity and a Customer Account.
  6. Please note the Effective Date is pre-populated to today's date but can be adjusted if necessary. 
  7. Enter a new mailing address and mode of correspondence. 
  8. Enter cost center and billing related details in the Customer Accounts tab.
  9. Attach any financial documents in the Attachments tab.
  10. Click "Save".

Notes

  1. The system allows for data extraction in Adobe PDF/Excel CSV or Word Docx format.

Related Articles

  1. Customer Account
  2. Customer Group (CG)
  3. Invoice To Customer
  4. Collection from customer
  5. Amendment of Collection Payment Mode
  6. Transfer of credit

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