Go to hamburger, Customers, Search, click on New Customer
Name: First and last name of customer that is responsible for payments.
Email: The email address in this field is not for Billing Method purpose.
Note: Internal note only. Customer nor driver see this note.
Tax zone group: The selections from drop down are managed at hamburger, FuelMor Settings, Tax Zone Groups.
Late term group: The selections from drop down are managed at hamburger, FuelMor Settings, Late Term Groups.
Net Terms: The number of days following the date of sale you are requesting the customer to pay. Net Terms are not associated with Late Term Groups. The selections from drop down are managed at hamburger, FuelMor Settings, Net Terms.
Invoice mail group: The selections from drop down are managed at hamburger, FuelMor Settings, Mail Groups.
Assigning a customer to an invoice mail group allows you to select the group when creating Invoice Batches or Generate PDF Invoices.
Statement mail group: The selections from drop down are managed at hamburger, FuelMor Settings, Mail Groups.
Assigning a customer to a Statement mail group allows you to select the group when creating a Statement Batch.
Payment Preferences: Those checked will appear on a delivered delivery at hamburger, Deliveries, Review & Post.
Billing Methods: Add a Billing Method of the customer's choice, thus, Email or Address. Address is for paper billing.
Customer Categories: The selections shown are managed at hamburger, FuelMor Settings, Customer Categories.
The selected Customer Categories will appear at the top of the screen in the Customer Account. Consider these a way to tag a customer for rememberance. Selected Customer Categories also appear on the FDA for the driver. The customer does not see Customer Categories.
Payment Processor Vault: Recommended to keep this enabled.