V8 - Customer field descriptions
Custom fields may appear on customer edit pages, depending on how each field has been defined. If present, a section containing custom fields is below the standard SOS data fields. The fields will be of the input format and value that you have defined.
Account number. The account number your company assigned to a customer.
Alt phone. An alternate phone number used to contact a customer.
Bill with parent. On accounts that are sub-customers of a parent customer, specifies that bills pertaining to the sub-customer are to be paid by the parent.
Billing address. A block of fields that specify the customer’s default billing address information. Fields include up to five lines for the street address, post office box, attention line, etc., along with City, State/province, Postal code, and Country fields.
Business license. A customer’s government-issued business license number. It does not sync to QuickBooks Online.
Company. The company name of the customer. If the Name and Company data are the same, leave the Company field blank. If the company name has a designator (for example, Inc., Ltd., or LLC) as well as a trade name (doing business as or DBA), enter the designator in the Name field and the trade name in the Company field.
Contact. A block of fields that include the Title, First name, Middle name, Last name, and Suffix of the customer contact. If the Name and Contact field data are the same, leave the Contact field blank to prevent duplicate name information from appearing on PDFs of customer-facing transactions.
Contractor number. A government-issued license number that permits a customer to perform contract services. This number does not sync to QuickBooks Online.
Credit hold. If checked, stops the processing of a new sale to a customer due to unpaid invoices from previous sales.
Currency. The currency used in transactions with the customer. This field is visible only if the Multicurrency feature (located under Company menu > Company settings) has been enabled. QuickBooks Online does not allow the currency of an existing customer to be changed.
Customer type. From the dropdown, select the type of customer (e.g., wholesale, retail, online, etc.). Customer types must be defined in SOS Inventory before they will appear in the Customer type dropdown list.
Default tax. The sales tax charged to this customer by default.
Email. The customer’s email address.
Fax. The customer’s fax number.
Found us via. The avenue through which the customer learned about your company.
Mobile phone. The customer’s mobile phone number.
Name. The name of the customer.
Notes. Notes about this customer. They will appear as internal notes on the Edit pages of transactions.
Parent customer. For a customer that is a sub-customer, the name of the parent to which the sub-customer is linked.
Payment method. The default payment method for customer payments.
Phone. The primary phone number for the customer.
Portal password. The customer’s password for logging in to view their orders on your company’s customer portal. A button to the right of this field allows you to generate a new password if needed.
Price group. The price tier assigned to this customer. Price tiers must have previously been defined in SOS Inventory in order to appear in the Price group dropdown list.
Resale number. A government-issued number that allows your customers to avoid paying sales taxes on items they purchase for resale. This number does not sync to QuickBooks Online.
Shipping address. A block of fields that specify the customer’s default shipping address information. Fields include up to five lines for the street address, post office box, attention line, etc., along with City, State/province, Postal code, and Country fields.
Sales rep. The name of the sales representative assigned to the customer.
Taxable. Indicates whether the customer is taxable. QuickBooks Online does not allow third-party apps to update the tax-exempt setting in their automated tax tool. It must be updated manually in QuickBooks Online.
Terms. Established terms of payment from a customer.
Website. The customer’s website address.