How Do I Set Up or Make Changes to a Customer Account?
Use the Customer Maintenance form to request a new customer setup, make changes to an existing account, apply for terms, update customer information, and submit other customer account changes.
New Customer Set Up
To set up a new customer the following forms must be completed and submitted.
Customer Maintenance forms are found in HubSpot, under the Dayforce, Distribution Forms OR Singer Hub, Distro Page, Forms.
Distribution Customer Maintenance Form Link
Customer Maintenance Form
This form is also used to:
- Request Customer Setup
- Make changes to existing accounts
- Apply for Terms
- Change business name
- Change delivery windows
- Add customer ship to
- Add or change credit card information
- Add tax exempt forms
Please note - when making a single change, it is only necessary to fill out the information being changed.
You must always provide the account number and bill to name.
If you have an order ready to place for a new customer, check the order pending field.