Customer Card
Purpose
From here you can maintain customer information. You can also edit, add, or delete customers. These cards allow you to store information that is specific to each customer. You can set defaults for posting accounts, tax ids, etc, as well as more specific information like billing address and fax number.
Usage
1. Enter a Customer ID
Either type a new customer ID, or select from the existing set using the lookup.
2. Edit Billing Information
Type the name, city, state, address, etc.
3. Edit Setup Information
These are defaults that will be used on sales transactions.
Discount % - This is the standard amount by which to discount invoices to this customer.
Tax ID No - This is for customers who are exempt from taxes. If the customer has a taxpayer ID number (also known as resale number), enter it here.
Tax Group - This is the default tax group to assign to the customer. This comes from the tax groups you set up on the Sales Tax cards.
Payment Terms - Choose a default set of payment terms from the drop down list. These payment terms are defined during company setup, as described in Lists -- Payment Terms.
Credit Limit - Enter the maximum amount of credit you will allow this customer. For unlimited credit, enter 0 in this field. For no credit, enter a small number like $0.01.
Sales Acct - Enter an account to which sales to this customer will be posted. Note: if the Default Sales Account in the preferences is not set to Customer, then the Sales Account on the Customer card will be ignored. Instead the Sales Account on the item will be used.
Salesperson - Choose a default employee to serve as a salesperson to this customer. You can only select employees who are marked as salespeople.
Finance Charges - If you want the customer to be charged for past due invoices, then check the Finance Charges option.
Statements - If you want the customer to receive printed Statements, then check the Statements option.
4. Enter Ship To Addresses
See the Ship To form for information on editing Shipping addresses.
5. Enter Beginning Balances
See the Beginning Balances form for information on editing beginning balances.