Customer

HC POD

If ticked this will automatically tick the associated HC POD checkbox in the Customer > Accounts tab for new customers

Having this ticked against the customer will make Journease ONLY allow the creation of invoices if a Hard Copy POD is present for the Job to be invoiced.

See Finance > Sales Invoice and Lookup - Contacts > Customers for more details

Show addresses

If ticked this will automatically tick the associated Show Addresses checkbox in the Customer > Accounts tab for new customers.

Having this ticked against the customer will make Invoices generated for that customer include full address details for each Job.

See Finance > Sales Invoice and Lookup - Contacts > Customers for more details

Show additional prices

If ticked this will automatically tick the associated Show Add. Prices checkbox in the Customer > Accounts tab for new customers.

Having this ticked against the customer will make Invoices generated for that customer include a full breakdown of additional prices for each Job, unticked will include the additional prices in the main price.

See Finance > Sales Invoice and Lookup - Contacts > Customers for more details

Group by PO Number

If ticked this will automatically tick the associated Group by PO Number checkbox in the Customer > Accounts tab for new customers.

Having this ticked against the customer will create a new invoice for each PO Number set on a combined invoice for that customer, unticked will combine all the selected Jobs onto one invoice regardless of PO Number

See Finance > Sales Invoice and Lookup - Contacts > Customers for more details

Include product matrix in price

If ticked this will automatically tick the associated Include Product Matrix in Price checkbox in the Customer > Accounts tab for new customers.

Having this ticked will make Journease price based on Product prices as well as any default matrices or Customer Rates set against the customer.

These matrices would need to be created and set against the product for this to work.

See Settings > Matrices and Lookup - Contacts > Customers for more details