Default information customer

First of all click on default information customer

Now click on the left side button, five tabs will be shown in detail.

vPayment terms

vAccount aging

vCustom field

vFinance charges

vPay methods

Now click on first tab payment terms .In this mentioned

vC.O.D

vPrepaid

vDue in number of days

vDue on day of next month

vDue at month of end

In this net due days are 30 , discount due days are 10, due on next month 2% discount and credit limit is 2500.

 The Second tab which is shown is account aging in which mentioned detail age invoiced by

·      Invoice date

·      Due date

Aging categories number of days and column heading will be mentioned.

Now click on third tab custom field in which five fields will be labeled.

vSecond contact

vReference

vMailing list

vMultiple sites

 IN above diagram shows fourth tab is finance charges on left side charge finance charges.

vDays over due up to

vAnnual interest rate

vOn balance above date

vMinimum finance charge

Last tab is pay methods in which their field and payment method will be shown.

1.  Cash

2.  Check

3.  Visa

4.  Master card

5.  AMEX

6.  Discover