Card Information window

Selling Details view

To use this window | Fields in this window | To find this window

The Card Information window allows you to add, change, delete and view information about individual customer, vendors, employees and personal contacts -- known as cards.

The window has nine possible views:

Profile view
Card Details view

Selling Details view
Buying Details view

Payroll Details view

Payment Details view

Contact Log view

Jobs view

History view

The Selling Details window is available only when the card type is Customer.

You can use the Selling Details view to record each customer’s credit limit and terms, along with entries that will make it easier and faster for you to create quotes, orders and invoices for the customer.

Card Information window - Selling Details view