Customer Billing & Shipping
Billing Address
Address 1 - Address 3 (OPTIONAL) Enter the Customer Address Information.
City - (OPTIONAL) Enter the Customers City.
County - (OPTIONAL) Enter the County in which the Customer resides.
State - (OPTIONAL) Enter the State in which the Customer resides.
Country - (OPTIONAL) Enter the Country in which the Customer resides.
Postal Code - (OPTIONAL) Enter the Customers Postal Code (Zip Code). Formatting is left up to you.
Make Shipping Address Same as Billing - (OPTIONAL) Check this box if the Customers shipping address is the same as his/her billing address. (Note that the Shipping Address button is disabled when you check this box.)
Shipping Addresses - (OPTIONAL) If the Shipping Address is not the same as the billing address click on this button to add the shipping address. You can add multiple shipping addresses for each Customer.
Finance
Customer Discount Rate (%) - (OPTIONAL) If you want to give your Customer a discount when they purchase from you, you can enter a global discount for the Customer. This rate will be used each time you create an Invoice. However you may change it on the Invoice itself. Enter the value as a decimal. i.e., 6.5% tax rate would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%.
Credit Limit - (OPTIONAL) You limit the amount of credit a Customer can have when purchasing your products. If the Customers Invoice totals exceed this amount a message will be displayed informing you of this, so you can change the Invoice.
Available Credit - (OPTIONAL) Based on the Credit Limit of the Customer this value displays the available credit for the Customer. This is also displayed on the Invoice screen.
Account Balance - (OPTIONAL) Present balance of the Customer based on Invoices and Credits.
Preferred Method of Payment - (OPTIONAL) Select from the drop down the method payments will be made by the Customer. (Note that the Credit Card button is disabled unless you select Credit Card from this drop down.)
Credit Cards - (OPTIONAL) Click this button to enter the Credit Card information for the Customer. You may enter as many Credit Cards as you wish for the Customer.
Taxes
Tax # - (OPTIONAL) - Enter the Customers Tax Number if they have one. If the Customers Company is a Sole Proprietary (not a corporation) owner you may not want to enter their Social Security Number as this number is printed on Invoices, etc.
Customer is Taxable - Check this box if the customer will be taxed on purchases.
If you have selected the Canadian Tax System in the Company Setup then the following options will be available.
Figure PST on GST - Check this box if you wish to charge GST on the item after the PST tax has been added. (Note if you check this box you cannot check the next two boxes as they will be disabled.)
Do Not Charge GST - Check this box if the customer does not pay GST.
Do Not Charge PST - Check this box if the customer does not pay PST.
City Tax Rate (%), County Tax Rate (%), State Tax Rate (%) - (OPTIONAL) Enter the default tax rate to be used for figuring taxes on Invoices, etc. If you do not wish to enter the tax rate here you can do so in the Customers database for each customer. This is also true for Vendors. Enter the value as a decimal. i.e., 6.5% tax rate would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%. (Note that if you use a tax system other than the default these labels will reflect that tax system.)
Buttons
Save - Saves any changes you made and returns to the Main window.
Cancel - Cancels any changes you made and returns to the Main window.