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.