From Customers, select Manage customers, find customer record, and select Financial tab
No Statements
Enable this option if the customer will not receive statements.
Default Terms Code
Select the drop-down arrow on this field to select a default payment term for which the customer will pay invoices. Values that display on the drop-down list are defined by your administrator.
Default Tax
Select the drop-down arrow on this field to select a default tax authority. Values that display on the drop-down list are defined by your administrator.
Bill To ID
Use this field to specify the ID number for the customer that will be handling charges as a third party. This field is used in Billing for List Billing.
Tax Exempt
Use this field to enter any number to specify that this customer is tax exempt.
Renew Months
Use this field to override the normal billing period of 12 months. For example, if the customer is to be billed four times per year (quarterly), enter 3.
Credit Limit
Use this field to enter the amount of credit assigned to the customer.
Backorders
Drop-down list of all backorder options used with Full Order Entry
Renewed Thru
Use this field to indicate the date through which the individual has been billed for the main Billing product, regardless of payment. This field is reset by iMIS when the main Customers Billing item is billed.
Exclude From Mail
Enable this option to exclude this customer from the Customers system mailings.
Exclude From Directory
Enable this option to exclude this customer from the directory.
10.6 Production Release. Updated 1/18/2006 11:51:36 AM
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