Field Name

Description

Customer Id

The unique ID ReceivablesPro assigns to each customer in the system.

First Name

The customer’s first name.

Last Name

The customer’s last name.

Company

The customer’s company name.

Phone 1

The phone number entered in the Phone field in the Customer Record.

Phone 2

The phone number entered in the Alt Phone field in the Customer Record.

Email

The email address entered in the Email field in the Customer Record.

Email 2

The email address entered in the Alt Email field in the Customer Record.

Website

The customer’s website address.

User Name

The customer’s User ID.

Billing Address 1

The first line of the customer’s billing address.

Billing Address 2

The second line of the customer’s billing address.

Billing City

The customer’s billing city.

Billing State

The customer’s billing state or province.

Billing Country

The customer’s billing country.

Billing Zip Code

The customer’s billing zip code or postal code.

Shipping Address 1

The first line of the customer’s shipping address.

Shipping Address 2

The second line of the customer’s shipping address.

Shipping City

The customer’s shipping city.

Shipping State

The customer’s shipping state or province.

Shipping Country

The customer's shipping country.

Shipping Zip Code

The customer’s shipping zip or postal code.

Shipping Contact First Name

The first name of the customer’s shipping contact.

Shipping Contact Last Name

The last name of the customer’s shipping contact.

Account Number

The value entered in the Account #  field in the Customer Record.

Custom Fields

Any custom fields you create for the Customer module will be included in the list of available customer fields. They will be preceded with an asterisk (*) in the Select Fields box.

For example, if I create a custom field called “Service Level,” that field would appear in the box as “*Customer.Service Level.”