Applies to versions: 1.3, 1.4, 1.5

Job Customers

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

Security Level Required: Manager, Employee Administrator, or Payroll Administrator

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

To Add a New Job Customer

1. Click on the
   
   
   
   New Customer icon at the top of the page.

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

• Required fields are indicated by red bullets.
• The customer contact information will display in the Extended Employee/Job Report.
• 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. Click on the Submit button to save your adjustments.

See Also:
Add/Edit Jobs (1.3, 1.4)
Adjust Job Categories (1.3, 1.4, 1.5)
Import/Export Jobs (1.3, 1.4, 1.5)
Modules/Upgrades (1.3, 1.4, 1.5, 1.6)