When you open a customer account from the Trash Flow toolbar, the account opens up to the Rates tab. Most of the important information about the customer can be seen here: their address, regular billing rates, billing group and account type, current balance, date started and ended, etc. A complete description of each field here is provided below.

• Code: Enter a bill code for the customer. When you assess the customer as part of a regular billing Trash Flow will use any code(s) entered here to create a charge.
• Description: If you enter a bill code in the code field, Trash Flow will automatically fill in this description. If you want to manually enter a regular billing rate or a description that should appear on the customer's bill, type a description in this field.
• Rate: If you enter a bill code in the code field, Trash Flow will automatically fill in this rate. If you want to manually enter a regular billing rate, type the amount of the charge in this field. When you assess the customer's Billing Group, Trash Flow will charge any rate(s) entered here.
• Bill To: If you want this customer's service to be billed to a different account, click here to select the customer that should receive the bill. This option is usually used for business accounts with service at multiple locations, but one central office that handles the bills.
• Billing Group: Click here to change the customer's bill group: Residential Monthly, Commercial Quarterly, etc. If you need to create a new bill group, see the link above.
• Account Type: Click here to change the customer's account type to residential, commercial, or contract. This setting controls what terms appear on the customer's printed bill.
• Late Fees: If you've set up late fees in the billing menu but wish to exempt this customer, click here to change this option to No Late Fees. You can also create a Custom Late Fee for a customer.
• Date Started: Click here to change the customer's start date. Type as mm/dd/yyyy, mdyy, or mmddyyyy and Trash Flow will automatically format the date correctly. By default this field displays the business date when you created the customer account. If you're moving an existing account into Trash Flow, type that customer's original start date here.
• Ended: If you are closing out a customer account, type the date when the account was or will be closed. The customer's records will continue to appear in Trash Flow unless the account is deleted. If an ended customer resumes service, delete the date.
• Suspend from: Type a date in this field to begin suspending a customer's service if they go on vacation or don't pay their bill. Suspended customers will still be billed normally when you assess charges.
• Suspend to: Type a date in this field to cease suspending a customer's service.
• Tax: Click here to select the customer's sales tax district, if needed. If you need to create a new sales tax district, see the link above.
• Tax Ex.: If you have a customer who is tax exempt, type their tax exempt number in this box. Note that if anything is typed in this field, Trash Flow will treat the customer as tax exempt. Never leave the sales tax district blank just because the customer is tax exempt—assign the customer to the correct sales tax district and enter their tax-exempt permit number in this field. You will need this information for your tax reporting. Setting up the account correctly will ensure that the posting report gives you the right information.
• Balance: This field displays the customer's current balance. An amount currently due will appear as a positive number; a credit balance (overpayment/payment ahead) appears as a negative balance. The field is filled in automatically—you cannot change the balance by trying to type in this field. The amount reflects all charges and payments on the account, so to change the balance you have to enter charges.
• Pay By: This option only appears if you have the Commercial Billing module of Trash Flow. Use the dropdown here to set the account to Pay by balance or Pay by invoice. When a customer is set to pay by balance, any payments will be applied to the balance the customer owes. If set to pay by invoice, a payment must be applied to a specific invoice.
• C.O.D.: Select this box to mark the customer as Cash On Delivery. When you use TipTicket to record an entry for them the scale operator is required to record their method of payment.