Customer File - Accounting
Options | Descriptions |
|---|---|
Total | Total dollar value that a customer purchased since it's creation |
Balance | Total due, based on invoice |
Credit Limit | Add a credit limit for customer |
Last invoice date | Last date an invoice was created for that customer |
Customer since | Creation date of the customer |
Annual Interest Rate | Manually 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 signed | If 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 term | Select 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 credit | Add extra note for credit reference |
Bank Info | Add in bank info for billing and payment purposes, such as institution, transit and account numbers and credit card information. |