The SSN field refers to the social security number for this customer.  Enter ONLY the numbers of the social security number, the dashes are automatically filled in for you.  For example, if a customer's social security number is 123-45-6789 you would input 123456789.

The DL Number field refers to the driver's license number for this customer.  Input any combination of letters or numbers to represent the customer's driver's license number.

The DL State field refers to the state where the customer received his or her driver's license.  Input the 2-letter abbreviation for that state.

The route code groups customers together based on any criteria you select.  You can group customers together based on geographic location, such as "East Side of Town".  You can group customers together based on the way they pay rent, such as "Fixed Income".  You could also group customers together based on the items they are renting, such as "Jewelry Customer".  However you want to group customers together is up to you, but there is only ONE route per customer.  The route codes for your store are input in the Route Code File.  The drop-down boxreveals all the route codes previously entered in the Route Code File.

Rating

The rating is used to rate the way a customer pays.  The user determines the scale for ratings.  You can use a grade system, such as A for excellent, B for good, C for average etc. You can use a (3) three code system, such as Y for rent, M for maybe rent, N for don't rent.  However you want to rate the customer, these ratings must be input in the Rating File.  The drop-down boxreveals all the ratings previously entered in the Rating File.

The tax code fields are used to identify which taxes to charge this customer.  There are (3) three tax codes available for each customer, along with a "Cash Sale Tax Code".  This allows the user to break out a city, county or parish, and state tax percentages so they can be tracked separately.  If you want to break out each tax rate separately, remember to put the correct percentage on each code, as these percentages are added together to total the sales tax percentage for each customer.  For example, if your city sales tax is 2% and the state sales tax is 3% you must input the city tax code as 2.00 and the state tax code as 3.00 giving the customer a 5% total tax rate. You can group all the taxes into one single sales tax code called "Sales Tax" and use the combination of all tax code percentages as the one percentage for this tax code.

Tax Customers at Different Rates

The tax code field represents one of the tax codes charged to this customer.  The drop-down box reveals all the tax codes previously entered in the Tax Code File.  Click on the tax code that applies or type in the code manually.

The cash sale tax code refers to the tax charged when an item is sold for cash.  There may or may not be a different tax code charged on a sale than there is charged on a rental, so this tax code can be set up to be a different percentage than the tax codes listed above.  Add the new percentage to the Tax Code File.  The drop-down box reveals all the tax codes previously entered in the Tax Code File.

The tax district code refers to the tax area or district similar to a school district.  These districts determine the amount of property tax due each of the taxing authorities listed in the Tax District file, based on the cost of the active inventory in each district.

A drop-down box reveals a list of tax district codes previously input in the Tax District File.  Choose the tax district that applies to this customer.

The late exempt check box, when checked, tags a customer to be exempt from late charges, meaning the customer would NEVER be charged a late charge.

Late Exempt

Click in this check box if the customer is NEVER charged a late fee.

Late Exempt

Leave this check box unchecked if there is any time when this customer would be charged a late fee.

The tax exempt check box, when checked, tags a customer to be exempt from taxes, meaning the customer would NEVER be charged tax.

Tax Exempt

Click in this check box if the customer is NEVER charged tax.

Tax Exempt

Leave this check box unchecked if there is any time when this customer would be charged tax.

The invoice check box, when checked, tags a customer to receive an invoice (or statement) automatically when printing invoices from the Income Activity option.

Invoice

Click in this box if this customer is supposed to receive an invoice (or statement).

Invoice

Leave this check box unchecked if this customer should NOT receive an invoice (or statement).

The mailing label check box, when checked, tags a customer to receive a mailing label automatically when printing Mailing Labels from the Customer Reports option.

Mailing Label

Click in this check box if this customer is supposed to receive a mailing label.

Mailing Label

Leave this check box unchecked if this customer should NOT receive a label.

The race field refers to the race of the customer.  A drop-down box reveals (5) five choices W for White, B for Black, L for Latin, A for Asian or O for Other.  Click on the correct race for this customer.

The sex field refers to the sex of the customer.  A drop-down box reveals (2) two choices M for male or F for female.  Click on the correct sex for this customer.

Birth date

The birth date field refers to the date the customer was born.  A drop-down box reveals a calendar.  Select the correct date, or type in the date manually.  Type the date with slashes either MM/DD/YYYY or MM/DD/YY.

The input date field stores the system date when the customer record was added.  When a new customer comes in your store and the user inputs the information in the system, the date the information was entered is attached to the customer record.

Use Pre-Payments

Pre-payments are applied in the payment screen, or any other income collecting screen. You are prompted to apply a customer's change to pre-payment each time you collect money from a customer.

The user is not allowed to make changes to this field, it is displayed for informational use only.

The default payment method field allows each customer to have a default payment method for any area of the system that uses the Select Payment Method option.  This should be set to the payment method this customer uses the most.

For example: If your customers mail their payments in to a payment center, you can set each customer to "Personal Check" and you won't have to UNSELECT the CASH payment method each time you take a payment.

A drop-down box reveals a list of possible payment methods.  Choose the correct payment method for this customer.