Default information

Default information

After maintain customer/prospects then we change the default information.

We click the maintain option and go to default information and sub head of customer option.

Payment term:

When we click the customers’ option then following window will appear.

We use the payment term options for example due in number of days.

When we select the option due in number of days then these option are appear which can be change.

Net due in 30 days we can change these days more than 30 days are less than 30 days.

Discount in 10 days we can change these days.

Discount in percentage for example 2% when payment made by 10 days.

Credit limit are defined which can be change according to their customers.

Accounting Aging:

Accounting aging defines the different options. Two boxes are shown 1^st box age invoice by and second are aging categories.

Invoice date

Due date

1^st column number of days and column heading and the four columns are shown and different number of days and column heading are shown according their columns.

Custom Fields

Custom fields shown the 5 field tab options and provide the option of enabled. These field tabs are change according to their specification. Custom fields can be used to extra information about customers.

Finance Charges:

When we click the finance charges options then following window will appear and shows the different options which are written and change their specification.

Pay Methods:

When we click the pay methods option then following window will appear this window shows the different payment methods option 1^st column shown the field option and second column shown the payment methods.

Payment made by cash, check, visa, MasterCard, Amex and discover.