Card Information window—Selling Details view

The Card Information window—Selling Details view is where you can record each customer’s credit limit and terms, along with entries that will make it easier and faster for you to create quotes, orders and invoices for the customer.

The selling information you enter here will be used when entering sales for customers. You can also enter the default sales layout and delivery status you want to use for each customer in this view. When you enter a customer’s name in the sales window, the layout and delivery status you specified here will be displayed automatically. Similarly, if you make an entry in the Printed Form field, that form will be used when you print the sale for the customer.

If you choose the service layout, you can assign a default income account for a customer. When you enter sales for this customer, the account will be automatically entered when you enter line items on the sale. You can change the automatic customer entries if you wish.

You can also set the following sales information about your customers in the Selling Details view:

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Set a customer time billing rate

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Specifying tax codes

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Assigning credit terms to your customers

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Assigning multiple pricing levels

Field Descriptions

Customer Name

The name of the customer appears in the top left corner of the window.

If this customer has been placed on credit hold in the Credit Limit and Hold window, the customer name is followed with [On Credit Hold].

A/R Balance

This field displays the current outstanding balance of the sales for the selected customer. To open the Analyse Receivables window and view a list of transactions that make up this balance, click the zoom arrow.

Sale Layout

Choose the sale layout that will be displayed when you enter a quote, order or invoice for this customer. The choices are Service, Item, Professional, Time Billing and Miscellaneous. You can choose a different layout for individual transactions if you need to.

If you choose No Default, the sale layout you selected for new customers in the Easy Setup Assistant will be used.

Printed Form

If you use a particular preprinted or customised form for the sales documents you create for this customer, you can select the form in this field. Click the Select from List arrow to see a list of all the forms available for the sale layout you’ve chosen.

Note that this field doesn’t appear if you chose No Default or Miscellaneous in the Sale Layout field.

Invoice Delivery

If you use a particular delivery status for the sales documents you create for this customer, you can specify that delivery status here. Click the Select from List arrow to see a list of all the delivery statuses available for the sale layout you’ve chosen.

Note that this field doesn’t appear if you chose No Default or Miscellaneous in the Sale Layout field.

Item Price Level

If you’ve set up multiple price levels for the items you sell, choose the price level that will be used for this customer.

Income Account

Choose the income account that will be used to track sales made to this customer.

Receipt Memo

Enter the information you would like to automatically appear as the memo when you receive money from this customer using the Receive Money window, Receive Payments window, Bank Register or To Do List. You may use a reference number such as an account number, for example, that identifies the payor.

Salesperson

Select the salesperson who is assigned to this customer.

Sale Comment

Select a comment that will appear on invoices for this customer.

Shipping Method

Select the shipping method you’ll use most often for orders shipped to this customer.

Customer Billing Rate - Excluding Tax

If you use the time billing feature and you’ve established an hourly billing rate for this customer, enter that rate here. This rate can be used to calculate the charges on the customer’s activity slips.

Credit Limit

The customer’s credit limit is displayed.

Click the zoom arrow to the right of Credit Limit to open the Credit Limit & Hold window, where you can set or change the credit limit or place the customer on credit hold.

A.B.N.

Enter or change this customer’s Australian Business Number (A.B.N.).

A.B.N. Branch

Enter this customer’s A.B.N. Branch number.

Tax ID Number

Enter this customer’s tax ID number.

Tax Code

Use this field to specify the tax code that applies most often to sales made to this customer. This tax code will appear as the default entry for all transactions entered for the customer. If you want, you can change the tax code for individual transactions as you enter them.

Freight Tax Code

Use this field to specify the tax code that applies most often to the freight charges on sales made to this customer. This tax code will appear as the default entry for the freight amount on the customer’s transactions. If you want, you can change the freight tax code for individual transactions as you enter them.

Use Customer’s Tax Code

Select this option if you want the customer’s tax code to override an item’s tax code in an item sale or the allocation account tax code in a non-item sale to this customer.

Customer Terms Information section

If the customer is allowed to make purchases on account, enter the terms that will apply most often to those transactions. You can change the terms for individual invoices if you like.

When you create a set of default terms using the Credit Terms Information fields here, the terms you select will be applied only to the customer displayed in this window.

If the user selects the option for “Customer Terms (view only) in the User Access window, the Customer Terms Information section will not be edible.

Payment is Due

Choose the payment due method that is used for this customer. The choices are C.O.D., Prepaid, In a Given No. of Days, On a Day of the Month, No. of Days after EOM (End of Month), and Day of Month after EOM.

Discount Days/Date

If you give a discount to customers who pay promptly, indicate when the customer has to make payment, in order to claim the prompt-payment discount. Depending upon your selection for Payment is Due, this field will be labelled either Discount Days or Discount Date. If Discount Days appears, enter either the number of days after the sale date that payment must be made in order to receive a discount. If Discount Date appears, select the day of the month by which payment must be made in order to receive the discount.

Balance Due Days/Date

If Balance Due Days appears, enter the number of days that are allowed after the sale date before the transaction must be paid. If Balance Due Date appears, select the day of the month by which the payment must be made. After this period, a late payment charge is assessed.

Early Payment Discount

Enter the discount percentage you offer to your customers if they pay a transaction balance on or before the transaction's discount due date.

Late Payment Monthly Charge

Enter the percentage of the transaction amount you'll charge your customers for paying after the balance due date.

Item Discount

If your company offers a volume discount on items sold to this customer, enter the discount percentage. This discount will appear as a default entry in the Sales window for all the items you sell to this customer.

If you select the I Include Items on Time Billing Invoices option in the Preferences window, the volume discount won’t be applied to items included on the time billing invoice.

Action menu

Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.

New

Click to create a new card.

Attach/Docs

Click to attach a document to this record. If Docs is displayed, a document is already attached to this record. Multiple documents can be attached to one record.

Click to save your changes and close the window.

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