For each customer account you need to setup the payment terms (See Payment Terms) and credit limits associated with the customer account.
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v Payment Terms – The payment terms is a drop down list. Select the payment terms you have for this customer account. If you do not see the payment terms you want, simply double click in the Yellow Background Text Field area (see Understanding Yellow Background Fields )of payment terms to open the maintain payment terms (See Payment Terms) screen to add another payment terms option:
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v Credit Limit – Enter the credit limit amount you will extend to this customer. If the customer exceeds their credit limit on an order, a warning window will pop up telling you that the order cannot be direct billed as they have exceeded their credit limit.
Related Topics
Maintain Customer Account
Auto-Billing Credit Card on File
Tax Exemption
Customer Invoices
Customer Aging
Spending Analysis
Print Customer Account Statement
Comments/Notations
Customer Contacts
Alternate Shipping Addresses
Transaction History
Customer Orders
Blanket Purchase Orders
Invoice Delivery Methods
In-Store Credits
Default Order Comments
Sending Internal E-Mails
Sending Internet E-Mails
Customer Documents (External Files)
Merging Customer Accounts
Adding Calendar Events