Customer Master is part of Money & The Close in Windward System Five. System Five includes 6 documented capabilities here — 4 in the standard set and 2 optional.
These 6 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Show the columns your staff need
Any customer grid can be customised by right-clicking to show or hide columns — balance, account type and credit limit on the find list, or make, model, licence, serial and unit number on the invoice list.
Pull up a customer with a card swipe
Third-party mag-stripe or barcoded cards are issued against the customer account number, with defined card number ranges, Code 128 barcodes and mag track 2 encoding; swiping or scanning at the till pulls up the customer.
Build a mailing list from your customers
Unlimited lookup words on both customers and their contacts, searchable and reportable, for building segmented mailing and prospect lists.
Sell memberships that earn better prices
Memberships are sold at point of sale by putting a nominated inventory item on a completed invoice; the membership runs for a set number of days, months or years and can grant a better price schedule. Active, expired and warning messages surface as invoice comments, and reports drive renewals and mail merges.
Bill head office for all its branches
National Accounts links a parent company to subsidiary accounts, two levels deep; the parent is invoiced and pays for its subsidiaries and can view their invoices, and the A/R sub-ledger accepts a payment made by a different customer.
Track what our trade needs on customers
The Extra Info tab lets a business rename the field headings and track whatever its trade needs that the software never anticipated. Headings apply to every customer, so they are set once at go-live.
Yes. Memberships are sold at point of sale by putting a nominated inventory item on a completed invoice; the membership runs for a set number of days, months or years and can grant a better price schedule. Active, expired and warning messages surface as invoice comments, and reports drive renewals and mail merges. This is optional in System Five.
Yes. National Accounts links a parent company to subsidiary accounts, two levels deep; the parent is invoiced and pays for its subsidiaries and can view their invoices, and the A/R sub-ledger accepts a payment made by a different customer. This is optional in System Five.
Yes. Third-party mag-stripe or barcoded cards are issued against the customer account number, with defined card number ranges, Code 128 barcodes and mag track 2 encoding; swiping or scanning at the till pulls up the customer. This is optional in System Five.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.