Window Overview | To use this window | Fields in this window | To find this window

A/R Balance	This field displays the current outstanding balance of the sales for the selected customer. To open the Analyze Receivables window and view a summary list of the transactions that make up this balance, click the zoom arrow.
Sale Layout	Choose the sale layout that will be displayed when you enter a quote, order or invoice for this customer. The choices are Service, Item, Professional and Miscellaneous. You can choose a different layout for individual transactions if you need to. If you choose No Default, the sale layout you selected for new customers in the Easy Setup Assistant will be used.
Printed Form	If you use a particular preprinted or customized form for the sales documents you create for this customer, you can specify that form here. Click the Select from List arrow to see a list of all the forms available for the sale layout you've chosen. This field doesn't appear if you chose No Default or Miscellaneous in the Sale Layout field.
Income Account	Choose the income account that will be used to track sales made to this customer.
Sale Comment	Choose a comment that will appear on invoices for this customer. Click the Select from List arrow to see a list of all the standard comments that have been set up for your company.
ShippingMethod	Choose the shipping method you'll use most often for orders shipped to this customer. Click the Select from List arrow to see a list of all the shipping methods that have been set up for your company.
Credit Limit	Enter the credit limit you've set for this customer.
Available Credit	This customer's available credit is displayed, based on the customer's credit limit and accounts receivable balance.
Currently Past Due	If the customer has an amount on account that is past due, that amount is displayed. This amount is calculated using the credit terms selected for each sale made to the customer.
Tax ID Number	Enter this customer's tax ID number.
Tax Code	Use this field to specify the sales tax code that applies most often to sales made to this customer; this salestax code will appear as the default entry for all transactions entered for the customer. If you wish, you can change the salestax code for individual transactions as you enter them.
Tax On Freight	Use this field to indicate whether or not freight charges to this customer are taxed. If you wish, you can change this selection for individual transactions as you enter them.
Customer Terms Information	If the customer is allowed to make purchases on account, enter the terms that will apply most often to those transactions. If you wish, you can change the terms for individual invoices if you like. When you create a set of default terms using the Credit Terms Information fields here, the terms you select will be applied only to the customer displayed in this window. If you wish, you can create a set of default terms for all new customers in the BusinessBasics system. To do this, open the Credit Terms window by clicking the Terms button in the Sales view of the Preferences window.
Payment is Due	Choose the payment due method that is used for this customer. The choices are C.O.D., Prepaid, In a Given # of Days, On a Day of the Month, # of Days after EOM (End of Month), and Day of Month after EOM.
Balance Due Days/Date	If "Balance Due Days" appears, enter the number of days that are allowed after the sale date before the transaction must be paid. If "Balance Due Date" appears, select the day of the month by which the payment must be made. After this period, a late payment charge is assessed. Use the Calendar function, if you like, to select and enter the date.
New button	Click this button to begin entering a new card in the Card Information window.
OK button	Click this button to close this window.