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How to tell if a contact is allowed to login to see the debtor information

Credit Cards

Credit Cards stored on Person

Credit Cards are always personal - a person is responsible for the card - so they are held on the person

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The credit cards held by contacts at the company can be used to make payments

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Trading Terms Explained

Trading terms includes

1. Days and Reference Type = difference between invoice date and due date = here the due date is based on 30 days from invoice date.  Changing the terms will change due dates on all open invoices
2. Order Discounts = automatically applied discount to all lines on an order
3. Settlement discount = A discount that can be manually applied if an invoice is paid within terms
4. Trading Terms (Off Invoice) = A discount that is automatically applied when an invoice is created by creating a credit note for the amount of the trading terms at the time the invoice is created
   1. The credit note that is created will be allocated to the invoice - unless you have selected "do not allocate trading terms credit notes" on the customers "Standard Profile"

Debtor Ageing can be shown for any date

Shows the amount owing compared with the Due Date.

So All Current is within payment terms.  All other amounts are out of payment terms.

This Debtor has amounts 7 days, 14 days and 30 days overdue = sums to total overdue.

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The Payment Due is the amount and date that a payment must be made to remain in terms.  This date may be in the past.

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Deliver Address

Setup the addresses and determine if they are an office or a delivery address

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