Card Information window

Selling Details view

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 multiple views.

The Selling Details view 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 and invoices for the customer.

The selling information you enter here will be used when entering sales for customers. Enter the sales layout and delivery status you 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. You can add sales information about your customers in the Selling Details view: