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Card Information window - Selling Details view

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Debtors Balance

This field displays the current outstanding balance of the sales for the selected customer. To open the Analyse Debtors window and view a summary list of the transactions that make up this balance, click the zoom arrow.

Sale Layout

Choose the sale layout that will be displayed when you enter a quote, order or invoice for this customer. The choices are Service, Item, Professional, Time Billing and Miscellaneous. You can choose a different layout for individual transactions if you need to.

If you choose No Default, the sale layout you selected for new customers in the Easy Setup Assistant will be used.

Printed Form

If you use a particular preprinted or customised form for the sales documents you create for this customer, you can specify that form here. Click the Select from List arrow to see a list of all the forms available for the sale layout you've chosen.

This field doesn't appear if you chose No Default or Miscellaneous in the Sale Layout field.

Item Price Level

If you've set up multiple price levels for the items you sell, choose the price level that will be used for this customer.

Income Account

Choose the income account that will be used to track sales made to this customer.

Salesperson

Choose the salesperson who is assigned to this customer. Click the Select from List arrow to see a list of all your employees.

Sale Comment

Choose a comment that will appear on invoices for this customer. Click the Select from List arrow to see a list of all the standard comments that have been set up for your company.

Delivery Method

Choose the delivery method you'll use most often for orders delivered to this customer. Click the Select from List arrow to see a list of all the delivery methods that have been set up for your company.

Customer Billing Rate (Excluding VAT)

If you use Accounting Plus's time billing features and you've established an hourly billing rate for this customer, enter that rate here. This rate can be used to calculate the charges on the customer's activity slips.

Credit Limit

Enter the credit limit you've set for this customer.

Available Credit

This customer's available credit is displayed, based on the customer's credit limit and debtors balance.

Currently Past Due

If the customer has an amount on account that is past due, that amount is displayed. This amount is calculated using the credit terms selected for each sale made to the customer.

VAT ID Number

Enter this customer's VAT ID number.

VAT Code

Use this field to specify the VATcode that applies most often to sales made to this customer; this VATcode will appear as the default entry for all transactions entered for the customer. If you wish, you can change the VATcode for individual transactions as you enter them.

Carriage VAT Code

Use this field to specify the VAT code that applies most often to carriage on sales made to this customer; this VAT code will appear as the default entry for the carriage amount on transactions entered for the customer. If you wish, you can change the carriage VAT code for individual transactions as you enter them.

Use Customer's Tax Code

Mark this check box if you want the customer's tax code to override an item's tax code in an item sale or the allocation account tax code in a non-item sale to this customer.

Customer Terms Information

If the customer is allowed to make purchases on account, enter the terms that will apply most often to those transactions. If you wish, you can change the terms for individual invoices if you like.

When you create a set of default terms using the Credit Terms Information fields here, the terms you select will be applied only to the customer displayed in this window.

If you wish, you can create a set of default terms for all new customers in the Accounting Plus system. To do this, open the Credit Terms window by clicking the Terms button in the Sales view of the Preferences window.

Payment is Due

Choose the payment due method that is used for this customer. The choices are C.O.D., Prepaid, In a Given No. of Days, On a Day of the Month, No. of Days after EOM (End of Month), and Day of Month after EOM.

Discount Days/Date

If you give a discount to customers who pay promptly, indicate when the customer has to make payment, in order to claim the prompt-payment discount. Depending upon your selection for Payment is Due, this field will be labelled either "Discount Days" or "Discount Date." If Discount Days appears, enter either the number of days after the sale date that payment must be made in order to receive a discount. If Discount Date appears, select the day of the month by which payment must be made in order to receive the discount.

Balance Due Days/Date

If "Balance Due Days" appears, enter the number of days that are allowed after the sale date before the transaction must be paid. If "Balance Due Date" appears, select the day of the month by which the payment must be made.

After this period, a late payment charge is assessed.

% Discount for Early Payment

Enter the discount percentage you offer to your customers if they pay a transaction balance on or before the transaction's discount due date.

% Monthly Charge for Late Payment

Enter the percentage of the transaction amount you'll charge your customers if individual transactions' balances aren't paid by the transactions' balance due date.

Volume Discount %

If your company offers a volume discount on items sold to this customer, enter the discount percentage. This discount will appear as a default entry in the Sales window for all the items you sell to this customer.

If you mark the preference "I Include Items on Time Billing Invoices," the volume discount won't be applied to items included on the time billing invoice.

New button

Click this button to begin entering a new card in the Card Information window.

OK button

Click this button to close this window.