The credit terms you entered earlier appear here by default. You can override them here for this customer. The credit terms entered here are used as the default terms for all sales to the customer, but can be changed at any time.
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Click the Payment Details tab and select the method of payment your customer will use to pay you.
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[Optional] Click the Jobs tab and create a new job for each job you have started or are about to start for the customer. For more information about jobs, see Jobs.
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[Optional] Click the History tab and type the dollar value of the sales made prior to your conversion month. You can also type or select the date that the contact became a customer.