Manage customers window - Financial tab

From Customers, select Manage customers, find customer record, and select Financial tab

No Statements

Enable 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

Specifies the ID number for the customer that will be handling charges as a third party. Used in Billing for List Billing.

Tax Exempt

If your organization or contact is tax exempt, enter the permit number issued to them. If the value is left blank, the party will be charged tax.

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

Specifies the amount of credit assigned to the customer. This field is informational only.

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 to exclude this customer from the Customers system mailings.

Exclude From Directory

Enable to exclude this customer from the directory.

To enter financial information

  1. Open a customer's record in the Manage customers window.
  2. Select the Financial tab and click in any field.
  3. Tab to each field and enter the appropriate values.
  4. Click Save, or continue entering additional detail information.