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- the 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
- Order Discounts = automatically applied discount to all lines on an order
- Settlement discount = A discount that can be manually applied if an invoice is paid within terms
- 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.
Detailed information is the concertina
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Category is customer category from the Host Company
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Note most items have hover help and are self explanitory. Some are clarified here
Delivery Information
Delivery day is used to calculate ETA date on Sales Orders when created
Suggest will review the delivery zone and the other debtors in that zone
Delivery by my buying group indicates stock will be sent to a buying group DC and not directly to the customer
Category Information
The Customer Category from sales categories and used in sales reports
The division (From Host Company) used to indicate internal groups
A Rating - used only for scarce stock allocation
Invoicing Rules
Invoice : who pays my invoice
If my company has a parent (see company card)
Default invoice layout
Statement Option (do I want it emailed / mailed etc)
Never Stop Supply - to avoid this customer being put on stop supply for late payments
Never Charge Freight - to avoid smaller orders attracting freight
Auto Email Invoice - every invoice is immediately emailed to all contacts with an Accounts Role as the goods are dispatched
Standard Profile
Contains the system flags that have been turned on in the Host Company to be used on Debtors / Creditors
Custom Profile
Custom fields you have created to track on debtors
Customer registration process on the web
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