Help my customer account did not generate a statement

Problem

• A customer job or account does not generate statement(s)

Cause

• The customer is NOT set to a charge account
• Charge customers have a class code of '0'. Any other code means they are NOT charge customers.
  • Example of a customer account that will generate a statement:
  • Example of a customer accounts that will NOT generate a statement:
    
    
    , etc

Resolution

• Sub/job-accounts set the class code on the account to '0' (Charge)
• Master Account - set the class code on the account to '0' (Charge)

Class Code = Type of account

• 0 = charge customer
  • a statement will be generated on non $0 balance accounts.
  • This is the most common type of contractor account.
    
• 1 = Advance Pay
  • No statement will be generated on this account
• 2 = Employee Account
  • no statement will be generated on this account
• 3 = C.O.D.
  • No statement will be generated on this account
• 4 = Delivery (Route) Sales
  • no statement will be generated on this account
• 5 = Cash Contractor Card
  • no statement will be generated on this account
• 6 = Transfer Account
  • No statement will be generated on this account
• 7, 8 = not currently used
• 9 = Bad Check Account
  • no statement will be generated on this account
  • These accounts will no longer appear in your customer list for sales.

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Last modified: November 7, 2011

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