If you wish to establish a set of credit terms for all your new customers, you can use the Preferences window to do so.
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.
Even if you set default credit terms, you can always change the terms for an individual customer or for a particular sale.
If you would like to be warned, or prevented from recording an invoice, when a customer exceeds the credit limit, you can select a preference in the Preferences window - Sales view. (Blocking sales or receiving alerts when customers exceed credit limits)
Tax codes
The tax code you select in this window will be entered automatically on every new card that you create. To change the tax code for cards that have already been created, see the Selling Details view of the Card Information window.
Step by step