--- title: "Customer Record" slug: "customer-record" description: "Reference every field on the Customer Record in R365: General tab settings, payment terms, and contact details." updated: 2026-08-28T16:40:57Z published: 2026-09-08T04:30:09Z canonical: "docs.restaurant365.com/customer-record" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Customer Record ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z0RPDIOW.png) The Customer Record contains customer settings and information. The same record is used for Franchising, Commissary, and Accounts Receivable. For those using the [Franchising Module](/doc/docs/franchising), Franchisee Additional Info will also be made available on Customers identified as Franchisee Location Customers. --- ## Navigation **To open a new customer record:** 1. Open the **Create** menu. 2. Click **Customer.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EX5LYF6Y.png) **To view an existing customer record:** 1. Open the **Admin** application. 2. Expand the **Accounts Receivable** category. 3. Click **Customers** to open the customers page. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O9CQZEAS.png) --- ## General Tab The General tab is where the Customer Name, Number and Contact Information are entered, and where other Customer settings can be managed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1MKPB406.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Name | The customer name as it will be displayed in Restaurant365 | | **2** | Number | The identifying number associated with the customer, | | **3** | Primary Contact | The primary contact for the customer. Learn more about [creating contacts](/doc/docs/create-a-contact). | | **4** | Comment | An optional comment associate with the customer. | | **5** | Phone | The phone number for the customer. | | **6** | E-mail | The email address associated with the customer. | | **7** | Fax | The fax number for the customer. | | **8** | Payment Terms | Payment terms for the customer. Learn more about [Payment Terms](/doc/docs/payment-terms) | | **9** | Terms Discount Account | The account used if a payment term results in a discount for early payment. | | **10** | Inactive Checkbox | Marks the customer as inactive. Inactive customers will not appear in customer selections. | | **11** | Payment Hold | A placeholder for future enhancements. | | **12** | Address | The address for the customer. > Click **Separate Billing Address** to enter a billing address that differs from the shipping address. > Addresses on the customer record are entered using [**address verification**](/doc/docs/address-verification)**.** > [!NOTE] > The State field is optional for countries that do not use states or provinces. Learn more about [field requirements by country](/doc/docs/address-verification). | | **13** | Upload File | Click to [Upload a File](/doc/docs/upload-file) to the Customer record | --- ## Customer Additional Info Tab On the Additional Info tab Users can classify a Customer as Taxable, set the Discount %, and flag a Customer as a [Franchisee Location](/doc/docs/franchisee-location) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VRXRIW47.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Taxable Checkbox | Marks the customer as taxable. | | **2** | Tax ID | The Tax ID for the customer. | | **3** | Customer Group | An optional group that can be assigned to make a grouping of customers. To make a new customer group, type the name of the Customer Group and hit enter. > Once a Customer Group is created, it cannot be deleted. Ensure that the Customer names and groupings are accurate before creating a Customer Group. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/28b2ef6b-f630-42f5-88da-32bed191eddc.png) | | **4** | Discount % | The discount % for the customer. | | **5** | Franchisee Location Checkbox | Marks the customer as a [franchisee location](/doc/docs/franchisee-location). When selected an additional tab, Franchisee Additional Info tab appears. | | **6** | Commissary Customer | Marks the customer as a [commissary](/doc/docs/commissary) customer. | --- ## Franchisee Additional Info Tab Click here for more information on setting up [Franchisee Location (Stores)](/doc/docs/franchisee-location) --- ## Commissary Customer Click here for more information on [Commissary Customers](/doc/docs/commissary-customer-portal) and the Commissary Customer Portal. --- ## Open Transactions ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/de3df7eb-4ccc-461b-9774-948e56dc9239.png) Any Open Transactions associated with the Customer will appear in this list view. --- ## All Transactions ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1756cf60-cc30-4122-aafc-98ffc715f81c.png) All transactions associated with this Customer will appear in this list view. ### --- ## Contacts ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/19869de2-b2e6-4301-986a-559b9b444a41.png) Any Contacts associated with the Customer will appear in this list view. ## Related - [Download a List of Customer Payments](/download-a-list-of-customer-payments.md)