Default information, customer

Default information, customer

For maintain or record the default customer information, we will go to the maintain Menu in tool and select default information and then from sub tool list we will select “customers…” like below.

When you will do so as mention above the new will open

The 1^st tab is for payment terms and condition information. Here at left side standard terms and at right side their condition. Hare standard terms are

o   C.O.D (cash on delivery): cash received at the time of delivery.

o   Prepaid: cash received before delivery of goods.

Same as above window will appear

o   Due in number of days: we mention here due days for payment by customer, discount% age, and set the credit limit.

o   Due in days of next month: we will decide a day when payment is made by customer

o   Due at the end of month: at the last day of every month is decided for payment

                

    

We also fill GL Sale Account, and Discount Account.

2^nd tab is for account aging.

o   Invoice

o   Due date

Use will chose whether you want start aging from invoice date or due date which you decide for payment. Aging categories here you select your own choice.

3^rd tab for customer fields. We can change this and the last the check box here

When you select 4rth tab of finance charges, new window will open

First check box on left is for whether you charge finance charges on this customer on not. If yes you will select this. And you decide rate per annum and the rate on balance above, and minimum finance charges. Second section of this tab is required whether you charge interest on finance charges for this customer and you write the finance charge GL Account code. And the last section required to you whether you print finance charge warning massage or not, if you select this a warning massage will print the customer invoice.