This allows you to designate the customer as a consumer, company, contractor, or employee. If "Contractor" mode Sales Order is checked in System | Company Setup | Sales Orders 1, selecting Contractor in the Descriptor field allows the customer to be linked to sales orders.
This allows you to assign a salesperson to this customer. To utilize this field, Assign Default Salesperson must be checked in System | Company Setup | Inventory Page 1.
This indicates the date and by whom the customer record was created in the system. If the Added information is edited, the original entry date and time are shown by hovering over the date field.
These checkboxes allow more customization of the customer account.
No Commission Customer prohibits commissions from being generated on sales to this customer and being reported on the commission sales report (e.g. for in-house accounts).
No Auto Applying Payments requires all payments to be manually applied.
No Auto Applying Credits
requires all credits to be manually applied.
Never Print Invoices
disables invoices from being printed at Ring Sale. Any invoice can still be printed through POS | Reports | Print Invoice.
Always Print Delivery Ticket
ensures that a delivery ticket is printed for each invoice.
No Emailing Pay Receipt prevents an acknowledgment of receipt of payment from being emailed.
This allows you to create custom discounts for this particular customer or to assign the customer to a group discount. For more information on pricing discounts, see Pricing Discounts.
Open Invoice Statement prints all of the customer’s open invoices and open credits. This statement type shows invoice number, invoice date, purchase order number, original invoice amount, and current balance.
Balance Forward prints only new invoices posted since the last statement. The balance being forwarded appears at the top of the statement. This statement type includes invoice number, invoice date, purchase order number, original invoice amount, and current balance. The net due amount is the sum of the balance forward plus the current open invoices and credits.
Detailed Balance Forward contains the same information as the balance forward statement but also includes detailed item descriptions below each invoice.
Collated Balance Forward contains the same information as the detailed balance forward statement, but it collates the printed statements and invoice details.
None
results in no printed statement for this customer.
Revolving Balance Forward is only used for revolving accounts. It includes the monthly payment as well as the total balance and all purchases in a specified time frame.
This allows you to put customers into groups for printing statements. You can print statements for each group at a different time instead of running all statements at the same time.
This inserts an additional report between each customer statement that includes full item details and the signature captured at the time of the original purchase. This option may be selected for either the balance forward statement or the detailed balance forward statement.
