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Customer File - Accounting

Customer File - Accounting


OptionsDescriptions
TotalTotal dollar value that a customer purchased since it's creation
BalanceTotal due, based on invoice
Credit LimitAdd a credit limit for customer
Last invoice dateLast date an invoice was created for that customer
Customer sinceCreation date of the customer
Annual Interest RateManually add a percentage of interest rate for customer.
Term (days)Add the term, in days, in which your customer is allowed to pay.
Open account form signedIf your customer has an open account, click that check box. It will add a visual cue in the customer table. Do not forget to add the form in the document file.
Payment termSelect a payment term from the drop down menu. Note that these terms are configurable in the Payments Terms File, which will allow you to define a discount percentage, number of days the discount can be available upon invoice reception, and number of days after which the net price will apply.
Note for creditAdd extra note for credit reference
Bank InfoAdd in bank info for billing and payment purposes, such as institution, transit and account numbers and credit card information.

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