How do I print out customer information?

1. From an open customer window, click Print > Info.
2. Use the options below to choose which details to include in the printout.
3. If including the customer's financial history, comments, events, or TeleRoute data in the printout, choose a Start Date and End Date.
4. Click OK to review and print.

What customer information can I print out?

The printout will always include the customer's billing address and physical address along with all information from the Rates tab. The options below cover most all of the customer information that Trash Flow can track.

• Show Notes: If this option is selected, the printout will show messages entered on the Notes area of the Notes tab.
• Show Route Notes: If this option is selected, the printout will show messages entered on the Route Notes area of the Notes tab.
• Show Routes: If this option is selected, the printout will show which routes the customer is on.
• Show Open Invoices: If this option is selected, the printout will give a list of all open invoices on the account.
• Date Selection: If this option is set to All, all of the options will use one start date and end date. If this option is set to Individual, each option will have its own start date and end date.
• Show Service History: If this option is selected, the printout will show the date, work order number, container, ticket number, driver, and truck for each work order in the selected date range.
• Show TeleRoute Data: If this option is selected, the printout will show the date, time, action, and placment information for all TeleRoute activity in the selected date range.
• Show TeleRoute Images: If this option is selected, the printout will include any TeleRoute images taken in the selected date range. This option only works in conjunction with TeleRoute Data.
• Show Financial History: If this option is selected, the printout will show the customer's financial history from the chosen date range.
• Show Comments: If this option is selected, the printout will show all customer comments made within the chosen date range.
• Show Events: If this option is selected, the printout will show the activity history within the chosen date range.
• Show TB Messages: If this option is selected, the printout will show all messages sent to and received from the customer within the chosen date range.
• Show WO Notes: If this option is selected, the printout will show messages entered on the Work Order Instructions view of the Notes tab.
• Show Containers: If this option is selected, the printout will show the size, type, location, and serial number of each container along with the most recent dates for pickup and rental charges and all billing rates entered for the container placement.
• Show Credit Report: If this option is selected, the printout will show a summary of the average charges, payments, materials, and costs from this customer per month, along with a summary of how often their bill becomes overdue and a history of charges, costs, and profit by month.
• Show Hist Tax Detail: If this option is selected, the printout will show a monthly summary of each tax charged to the customer.