The Card Information window—Selling Details view is where you can 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.
The selling information you enter here will be used when entering sales for customers. You can also enter the default sales layout and delivery status you want to use for each customer in this view. When you enter a customer’s name in the sales window, the layout and delivery status you specified here will be displayed automatically. Similarly, if you make an entry in the Printed Form field, that form will be used when you print the sale for the customer.
If you choose the service layout, you can assign a default income account for a customer. When you enter sales for this customer, the account will be automatically entered when you enter line items on the sale. You can change the automatic customer entries if you wish.
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.
