New Customer

Type:    Form
Description: Allows creation of a brand-new Customer.

Note: There are four modes available in this form. Depending on chosen payment type, certain functions are going to appear. To see possible changes in the form, try Modes 'Single Payment', 'Recurring Payment', 'Mixed Payment', 'No Payment'.
Modes:
Tabs:

Person

view

Organization

view

Items:

Process
Saves the new customer in the system.
Cancel
Closes the form without saving any changes.

Person

Includes various information of a customer, entered into the system as a human being.
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Customer Code
Identification code of the customer.

Secondary identifier, which can be used to cross-reference records between UniPay and integrated systems.

See Reference Code for additional information.

References: Customer.Reference Code
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Title
Title of the customer.

References: Customer.Title
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First Name
First name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the first name of the company's contact person.

References: Customer.First Name
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Middle Name
Middle Name of the customer.

References: Customer.Middle Name
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Last Name
Last name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the last name of the company's contact person.

References: Customer.Last Name
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Suffix
Suffix of the customer.

References: Customer.Suffix
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Birth Date
Birth date of the customer.

References: Customer.Birth Date
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Gender
Gender of the customer.
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Male
Indicates whether customer is a male.
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Female
Indicates whether customer is a female.
Driver's License
Number of the customer's driver license.

References: Customer.Driver License Number
Driver's License State
State where driver license was issued.

References: Customer.Driver License State

Organization

Includes various information of a customer, entered into the system as an organization.
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Merchant Account
Code of Merchant Account to which instance of this object is attributed to.
Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code.
The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database.

References: Customer Account.Merchant Account Code
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Customer Code
Identification code of the customer.

Secondary identifier, which can be used to cross-reference records between UniPay and integrated systems.

See Reference Code for additional information.

References: Customer.Reference Code
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Name
Name of the customer.

Payment

Includes information about customer's payment settings.
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Payment Type
Allows to choose the payment type.
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Single Payment
Indicates whether the type is set as an one-time payment.
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Reccuring Payment
Indicates whether the type is set as a recurring payment.
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Mixed Payment
Indicates whether the type is set as a mixed payment including one-time and recurring options.
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No Payment
Indicates whether the type is set as a no payment.
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Save Payment Option
Indicates whether the chosen payment option will be saved for future processing.
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Save Customer's Data Only
Indicates whether only customer's data will be saved in the system.

Contact Info

Includes contact information of the customer.
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Street
Street address of the customer.
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City
City address of the customer.
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State
Country and state address of the customer.
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ZIP Code
ZIP code of the customer.
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Home Phone
Reference to the entity that represents number of the customer's home phone.

References: Customer.Default Home Phone FK
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Work Phone
Reference to the entity that represents number of the customer's work phone.

References: Customer.Default Work Phone FK
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Mobile Phone
Reference to the entity that represents number of the customer's cell phone.

References: Customer.Default Cell Phone FK
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E-mail
Reference to the entity that represents customer's email address.

References: Customer.Default Email FK
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Marketing Email Allowed
Indicates whether customer can be contacted with marketing offers over the email.
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Billing Email Allowed
Indicates whether customer can be contacted with billing notifications over the email.
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Marketing Call Allowed
Indicates whether customer can be contacted with marketing offers on the phone.

Notes

Includes any notes related to the customer.

Shipping Adress

Includes shipping address of the customer.
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Same As Contact
Allows to fill out address fields automatically using data from the contact information.
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Street
Street of the shipping address associated with the customer.
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City
City of the shipping address associated with the customer.
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Country
Country of the shipping address associated with the customer.
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State
State of the shipping address associated with the customer.
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ZIP Code
ZIP code of the shipping address associated with the customer.

Single Payment

Includes one-time payment settings.
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Amount
Amount of account payment.

References: Payment.Account Payment Amount
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No Tax
Allows to select whether the tax is included in payment amout.
Description
Description of account payment.

References: Payment.Account Payment Description
Payment Source
Source of the funds transaction.
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Credit Card
Indicates whether the credit card is a source of payment.
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Bank Account
Indicates whether the bank account is a source of payment.
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Cash
Indicates whether cash is a source of payment.
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Check
Indicates whether the check is a source of payment.
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External
Indicates whether the source of payment is external.

Credit Card

Includes information about customer's credit card.
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Existing
Allows to select an appropriate option for the card.
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Name on Account
Identifier on the account.
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Credit Card #
Number of the credit card.
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Exp Date
Date when the credit card is expired.
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CSC
Security code of the credit card.
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Same As Customer's Home Adress
Allows to assign customer's home adress to the credit card's information.
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Same As Shipping Adress
Allows to assign shipping adress to the credit card's information.
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Street
Street address assigned to the credit card.
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City
City address assigned to the credit card.
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State
Allows to choose country and state adress assigned to the credit card.
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ZIP Code
ZIP code assigned to the credit card.

Bank Account

Includes information about customer's bank account.
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Existing
Allows to select an appropriate option for bank account.
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Name on Account
Identifier on the account.
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Account #
Number of the bank account.
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Routing #
Routing number of the bank account.
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Savings
Indicates if the type of account is the savings account.
Same Customer's Home Address as Billing
Allows to assign customer's home adress to the bank account's information.
Same As Shipping Adress
Allows to assign shipping adress to the bank account's information.
Street
Street address assigned to the bank account.
City
City address assigned to the bank account.
State
Allows to choose country and state adress assigned to the bank account.
ZIP Code
ZIP code assigned to the bank account.

Check

Includes information about customer's check.
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Check #
Check number.

Recurring Payment

Includes information about recuring payment plan.
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Amount
Amount of account payment.

References: Payment.Account Payment Amount
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Description
Description of account payment.

References: Payment.Account Payment Description
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Item description
Item description of account payment.
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Annually
The payment is charged once a year.
Terms
Terms of payment.
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Unlimited
Indicates that terms of payment are unlimited.
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#Payments
Indicates that terms of payment depends on number of payments.
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Credit Card
Indicates that terms of payment depends on credit card settings.
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Bank Account
Indicates that terms of payment depends on bank account.
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Billing Day
Date of billing.
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Next Billing
Allows to select the next billing date.
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Billing Cycle
Allows to select the appropriate type of billing cycle.
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Weekly
The payment is charged on weekly basis.
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Biweekly
The payment is charged every two weeks.
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Monthly
The payment is charged every month.
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Quarterly
The payment is charged every three months.
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Semiannually
The payment is charged every six months.

Mixed Payment

Includes information about one-time payment and recurring payment plan.
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Single Amount
Single amount of mixed payment.
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Recurring Amount
Recurring amount of mixed payment.
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Description
Description of account payment.

References: Payment.Account Payment Description
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Item Description
Item description of account payment.
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Terms
Terms of payment.
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Unlimited
Indicates that terms of payment are unlimited.
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#Payments
Indicates that terms of payment depends on number of payments.
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Credit Card
Indicates that terms of payment depends on credit card settings.
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Bank Account
Indicates that terms of payment depends on bank account.
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Billing Cycle
Allows to select the appropriate type of billing cycle.
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Weekly
The payment is charged on weekly basis.
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Biweekly
The payment is charged every two weeks.
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Monthly
The payment is charged every month.
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Quaterly
The payment is charged every three months.
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Semiannually
The payment is charged every six months.
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Annually
The payment is charged once a year.
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Billing Day
Date of billing.
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Next Billing
Allows to select the next billing date.

No Payment

Includes options to store a payment option.
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Add Payment Option
Allows to select the store to save a payment option.
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Credit Card
Indicates that payment option will be stored on the credit card.
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Bank Account
Indicates that payment option will be stored on the bank account.