Selling Details view (Customer cards only)

Card Information window

Cards Overview > 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 the rate you charge for time billing activities depends upon the customer you've performed the activity for, you can assign an activity rate to your customer cards.

If you've set up multiple pricing levels for the items you sell using the Pricing Information tab of the Item Information window, you can select the appropriate pricing level for each customer. When you make sales, the prices that appear in the Sales window will be based on the selection you've made here.

If you're required to collect VAT from the customer, or pay VAT to the supplier, you can specify a code for the customer or supplier. The VAT code you enter here will appear as a default entry for the line items you enter in the Sales and Purchases windows. (If you also specify a VAT code for items that are included in the Items List, the VAT code for the item will appear when entering those items on item layout sales and purchases.)

Assigning credit terms to your customers

The credit terms you assign to your customers -- and those your suppliers assign to you -- are rules that govern the number of days between delivery and payment, discounts for early payment and penalties for late payment. You can set specific credit terms for each customer using the Customer Terms Information section of the Selling Details view; you can set specific credit terms for suppliers using the Supplier Terms Information section of the Buying Details view.

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

Similarly, after you set up credit terms, finance charges based on those terms are automatically calculated beginning the day after a transaction's balance due date. Your customers' finance charges can be printed on their monthly statements, if you want.

Idea: You can set up credit terms for all new customers and suppliers

If you wish to establish a set of credit terms for your new customers and your new suppliers, you can use the Preferences window to do so. To do this, use the To change the default credit terms for new customers or To change the default credit terms for new suppliers procedure.

The terms you set in these windows will be applied only to new customer and supplier cards you create. For customer cards already created, credit terms can be assigned in the Selling Details view of the Card Information window; for supplier cards already created, credit terms can be assigned in the Buying Details of the Card Information window.

Click below for the step-by-step procedure:

To enter selling details (customers only)