Creating cards

To change the default credit terms for new customers

  1. Choose Preferences from the Setup menu.
  2. Click the Sales tab to display the Sales view, then click the Terms button.
  3. In the Credit Terms window, enter the terms that you want all of your new customers to have.
  4. Click OK.

To change the default credit terms for new vendors

  1. Choose Preferences from the Setup menu.
  2. Click the Sales tab to display the Purchases view, then click the Terms button.
  3. In the Credit Terms window, enter the terms that generally are extended to you by new vendors.
  4. Click OK.

Step 3: Enter payment details (customers)

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If you haven’t already read the Cards Overview, see Payment Details view (customer cards) for more information.

The Card Information window of the customer for whom you wish to enter payment method details should be displayed.

  1. Click the Payment Details tab.
  2. Select the method of payment. Depending on the method chosen you may wish to enter other relevant information.
  3. Continue to Make a Contact Log entry.

Creating cards - Step 3