Payee

Creditor's name.

The Payee field:

• is displayed when you perform grid searches for Payee Name
• appears on cheques to that creditor.

Active

If selected, this creditor can be used in your organisation.

Note: This field is not editable. To make a creditor Active or Not Active, use the buttons described below.

Name

Name used for addressing purposes. For a:

• Company, this is the Occupation Description. See Community Maintenance - Company tab in the Community manual.
• Person or a Personal Company this is the creditor’s title, first initial and surname.

Address

Address details including:

• Person the post is intended for
• company name
• street address, suburb, state and postcode.

This is used for mailing purposes.

Note: for Personal or Personal Company creditors the company name is not displayed.

Phone

Creditor’s business phone number.

Mobile

Creditor’s mobile phone number.

Fax

Creditor’s business fax number.

Email

Creditor’s business email address.

Mailing Address

Creditor's mailing address. Values include:

• Postal Address
• Home Address
• Occupational Address.

Web Site

URL of the creditor's web site address.

Head Office ID

Creditor's head office Synergetic ID number. If a creditor has multiple branches listed in Synergetic or is an Agent working for another creditor, enter the Community ID of the creditor's head office here.

Note: A head office ID can only be the creditor's own ID or the ID of a creditor that lists itself as its head office. You cannot use the ID of a creditor that lists another creditor as its head office.

Mark this creditor as active or not active. See the Active field above.

Click to open the Community Maintenance window.

See Maintaining community members in the Community manual.

Open the Creditor Search window to find the creditor.