Terms Tab

Navigation: From the Main Menu click Customer Entry then select the Terms tab.

This is the area where you can set default payment and credit terms for a specific customer.

Terms

Terms are setup in the Terms tab window of the setup entry menu. You can set the Default Terms to be one thing (usually Net 30) when the customer is created here in Customer Entry, and another thing (usually Cash) when the customer is created while creating a workorder. These are set up in the Sales Settings tab of System Settings.

Credit Limit

Here you set the credit limit for the customer. Even if the customer is setup as cash terms, if they have a credit limit the sales rep can change the customers terms to Charge on Account. By the same token, customers who are set up with a terms like Net 30 cannot charge past their credit limit without a Credit Manager’s approval. How far over a customer can charge without a credit manager’s approval is defined here.

Ship Via

This drop down allows you to select the preferred method for shipping to this customer. These are defined here.

Finance Charges

If this box is unchecked, when Finance Charges are generated for printing statements, this Customer will never get charged a finance fee.

Print Statement:

Uncheck this box if you would not like statements printed for this customer.

Bad Debt

To mark this customer’s balance as bad debt check this box. Then you will have the option of not including them in your Aging Reports.

Never Re-age

If this box is checked the customer can never be re-aged to update their balance.

Current/Over 30/etc

These numbers show how much the customer owes in each ageing category. To adjust them, use the Adjustments window.

National Account

If this box is checked, customer invoices and workorders will optionally print with no dollar amount.

National Account Vendor

The Vendor that this customer purchases through.

Client Login for your website

If you have a website, you will want to set up the login information for your customer here. Enter the email account, password as well as the Web Price Level for the customer.