Choose the sale layout that will be displayed when you enter a quote, order or invoice for this customer. The choices are Service, Item, Professional, Time Billing and Miscellaneous. You can choose a different layout for individual transactions if you need to.
If you use a particular preprinted or customized form for the sales documents you create for this customer, you can select the form in this field. Click the Select from List arrow to see a list of all the forms available for the sale layout you’ve chosen.
If you use a particular delivery status for the sales documents you create for this customer, you can specify that delivery status here. Click the Select from List arrow to see a list of all the delivery statuses available for the sale layout you’ve chosen.
Enter the information you would like to automatically appear as the memo when you receive money from this customer using the Receive Money window, Receive Payments window, Bank Register or To Do List. You may use a reference number such as an account number, for example, that identifies the payor.
Click Credit Limit & Hold to open the Credit Limit & Hold window, where you can set or change the credit limit or place the customer on credit hold.
Use this field to specify the sales tax code that applies most often to sales made to this customer. This sales tax code will appear as the default entry for all transactions entered for the customer. If you want, you can change the sales tax code for individual transactions as you enter them.
If you give a discount to customers who pay promptly, indicate when the customer has to make payment, in order to claim the prompt-payment discount. Depending upon your selection for Payment is Due, this field will be labeled either
Discount Days or
Discount Date. If Discount Days appears, enter either the number of days after the sale date that payment must be made in order to receive a discount. If Discount Date appears, select the day of the month by which payment must be made in order to receive the discount.
If Balance Due Days appears, enter the number of days that are allowed after the sale date before the transaction must be paid. If
Balance Due Date appears, select the day of the month by which the payment must be made. After this period, a late payment charge is assessed.
If you select the I Include Items on Time Billing Invoices option in the Preferences window, the volume discount won’t be applied to items included on the time billing invoice.
Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.
