Customer Information Panel

This section of the main Accu-Trax window displays basic information about the customer, including Name, contact information, billing address, Customer Type, Bill Code, and current account Status.
The following fields are editable by selecting 'Edit' in the lower right of the Accu-Trax main menu.

This window displays each Bill in the customer's History, containing a summary of all of the debits/credits on that particular bill along with the Generation Date, Bill Date, Due Date, Balances, Invoice Number, Bill Source, and Bill Type.
Generate a quick view of the bill by selecting 'View Bill' or see the exact PDF that was sent to the customer by selecting 'View PDF' at the bottom of the window.
To reprint the currently-selected bill, open the "Reprint" tab below the list of bills.

The Customer Attachments screen will open.
To open an Attachment, simply double-click it.
To add a new attachment, click 'New Attachment'. Most types of files can be added as attachments, though note that Accu-Trax will not be able to preview every file type.
Click 'Scan Document' to turn a scanned image directly into an attachment.

To view an account's Status History, click the button next to the Account Status, then choose 'View History' from the dropdown menu.

The Customer Status History window displays the Start/Stop Date of each Status, in order.
To update the customer's Status, click 'Change Status' to open the Change Customer Status window. Select the new Status and its Start Date, then click 'Save'.
If a Service is stopped by the Status change, the Add Driver Notes window will open and automatically populate with the relevant Stop Service notes.
If the account has a Status change scheduled to happen on a future date, a icon will appear next to the Status bar. Hover the mouse cursor over the icon to see details about the scheduled change.

Click 'Report' in the bottom-left corner of the main screen to generate a Customer Overview; a customer-ready summary of the account's transaction history from the past year.
Click 'Print Screen' to capture a screenshot of the main Accu-Trax window and automatically open it in the Text Editor.
Clicking 'Prev' or 'Next' will advance to the previous/next account, based on Account Number.
To open multiple customer records simultaneously, click the icon in the top-left corner of the main screen, next to the Account Number. This will open an additional tab, allowing quick navigation between the two customer records. Users can open as many tabs as necessary.