Selling Details view (customer cards only)

Cards > Creating cards > Selling Details view

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 you're required to collect taxes from the customer, you can specify a tax code for the customer. When you enter the customer card on a sale, the tax code you enter in the Selling Details view will be entered automatically.

Assigning credit terms to your customers

The credit terms you assign to your customers are rules that govern the number of days between shipping and payment. You can set specific credit terms for each customer using the Customer Terms Information section of the Selling Details view.

After you set up credit terms, discounts based on the terms are automatically calculated when you enter sales. (You can change the terms and discount amounts for individual sales, if you need to.)

Idea: You can set up credit terms for all new customers If you wish to establish a set of credit terms for your new customers, you can use the Preferences window to do so. To do this, use the To change the default credit terms for new customers procedure. The terms you set in these windows will be applied only to new customer cards you create. For customer cards already created, credit terms can be assigned in the Selling Details view of the Card Information window.

Step by step
Enter selling details (customers only)
To change the default credit terms for new customers