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Customer Maintenance Form

This customer maintenance form is used to create or modify customer accounts. It collects customer contact information like name, ID, address, phone and email. It also indicates whether the customer is active and their preferred contact method. The form requires details of any requested modifications and must be signed by the requestor and processed by finance.

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beng22012 aja
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429 views1 page

Customer Maintenance Form

This customer maintenance form is used to create or modify customer accounts. It collects customer contact information like name, ID, address, phone and email. It also indicates whether the customer is active and their preferred contact method. The form requires details of any requested modifications and must be signed by the requestor and processed by finance.

Uploaded by

beng22012 aja
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Customer Maintenance Form ABN 36 702 093 234

Customer Name

(fill in if known - if new customer, DENR office to complete once


Customer ID created)

Action to be taken (tick one only)


CREATE (complete all sections) MODIFY (complete only those sections below which need modification)

Active Distribution Preference E-mail Post Fax

Postal Address
(i.e. Postal Box)

Business Address
(i.e. Street, Road)

Telephone No. Fax No/Tel 2


E-mail Address

Details/Reason for Customer Modification/Creation of Customer

Requested by (Name) Signature


Position Title Phone No.
Location

FINANCE USE ONLY


Processed by (Name) Signature
Position Title

Forward to Accounts Receivable Section, Financial Services Branch, GPO Box 1047, Adelaide SA 5001

 This form is only to be used for once off customers where the good or service has already been provided
 Payment of goods and services must always be made in advance before the good or service is provided (weddings, hire,
admissions, etc). A new customer account will not be created where the good or service should have been made in advance
 A request for Credit Form needs to be completed for customers who would like regular trade with this agency
 This form must be completed for new customers identified through the use of a cartnote

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