“How to Edit or Enter Information
About Our Customers”
There are different types
of option available on the top bar. You 1st click the option on
‘maintain’ after that select the option of default information and the
sub-option customers.
afterthis, a
new window will open:
In this
window there are different options on the top bar. The main heads of this windows
are given below:
1. Payment
Terms.
2. Account
Aging.
3. Custom
Fields.
4. Finance
Charges.
5. Pay
Method.
1. Payment
Terms:
All the
terms and conditions regarding the payment from our customers will be mentioned
here.
The option
that is selected is “Due in number of days” and next to it the related
information is provided Net due in (days), Discount in (days), Discount %,
Credit limit.
The term
that is selected shows us that the amount of payment will be due in 30 days and
if the customer pays us the amount within 10 days then he can avail 2% discount
on the payment.
Accounting
Presentation: “2/10n/30”
Now, another
option is C.O.D: in this image, 1st three
columns are freeze and only the column of credit limit is active.
This window
show about advance payment.
If we select
the option ‘ Information will be provided in the next columns.
If we select
the option ‘ due at end of month ‘ which show we receive money at the end of
month.
2. Account aging :
In this option we do the forecasting of our bad debts. there
are also two options: “Age Invoice by
and Aging Categories”
.In age invoices by the invoice date is showing that ‘we
will set the date to when the invoice is generated. ‘
.The Aging Categories portion is ‘the one where we
categorize the time periods.’
3. Custom
Fields:
In this
you can enter extra information about customer.
4. Finance
Charges:
This tab can be used to charge our customers with extra
amount that they have delayed the payment of goods.
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