The selling information you enter will be used when entering sales for customers. Enter the sales layout you use for each customer and that layout will be displayed when you enter the customer's name in the sales window. Similarly, if you make an entry in the Printed Form field, that form will be used when you print the sale for the customer. If you choose the service layout, you can assign a default income account for a customer. When you enter sales for this customer, the account will be automatically entered when you enter line items on the sale. You can change the automatic customer entries if you wish.
If the rate you charge for time billing activities depends upon the customer you've performed the activity for, you can assign an activity rate to your customer cards.
If you've set up multiple pricing levels for the items you sell using the Pricing Information tab of the Item Information window, you can select the appropriate pricing level for each customer. When you make sales, the prices that appear in the Sales window will be based on the selection you've made here.
If you're required to collect taxes from the customer, or pay taxes to the vendor, you can specify a tax code for the customer or vendor. When you enter the customer card on a sale or the vendor card on a purchase, the tax code you enter in the Selling Details or Buying Details view will be entered automatically.
You can set specific credit terms for each customer using the Customer Terms Information section of this view. See Assigning credit terms to your customers.
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