Date printed: 11-23-2017   Last updated: 12-15-2010

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Applies to versions: 1.8, 1.9, 1.10, 1.11



Job Customers



Job Customers allow you to assign a customer to a specific job or jobs for billing purposes

Permissions: Job Management -> Job Customers
Default Permission Groups: Manager, Employee Administrator, or Payroll Administrator

Using the left pane Main Menu, click on: Jobs » Job Customers



Customer Administration

 

To Add a New Job Customer

     



  1. Click on the + next to Add Job Customer at the top of the page.
  2. Fill in details as needed
  3. Click "Submit" to create the new customer.

 

To Enter Job Customer Details or Edit an Existing Job Customer

     

  1. Select the Customer from the pull-down and click on the Edit button.

    Customer Details

       

       

    • The Zip Code must be in the format XXXXX or XXXXX-XXXX
    • Phone/Fax numbers must be in the format XXX.XXX.XXXX, XXX-XXX-XXXX, or (XXX) XXX-XXXX.
  2.  

  3. Click on the Save Row button to save your adjustments.
  4.  



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