Enter the standard credit limit that you give your customers. The number you enter can be up to 99,999,999.99. If by entering an invoice or a sales order a customerÆs credit limit is exceeded, a message will appear to warn you.

Enter the Nominal Account Code you want to be used when you create customer records and when you generate a service invoice for a customer (or when you invoice for S1 or S2 product items when you create a Product Invoice). When you generate a Product invoice (other than for S1 or S2 items) the nominal code used is picked up from the Product Record.
Use the Finder button to select an existing code or to create a new one. When creating a new code we recommend you follow the Sage convention of giving all sales accounts a number between 4000 and 4999.

Enter your usual credit terms, i.e. the number of days that you usually give your customers to pay.

Use this drop-down list to select the currency to be used as the default for your customers. This box is used for analysis purposes only.
Note: If the Regional Settings (in the Microsoft Control Panel) for your PC are set to English (Ireland), the default currency setting will be set to euros.

If you want to offer early settlement discount, enter the default percentage in this box. This percentage is picked up automatically by the discount feature of Invoicing and Sales Order Processing. You can enter any percentage between 0 and 99.99%.

Select from this drop-down list whether or not to set a default additional discount for your customers.
If you want to give an additional discount, then this can be based on the value of a customerÆs invoices or based on the quantity of products bought.
Select the Additional Discount from the following:
No Additional: do not apply any extra discount.
Invoice Value: select this additional discount type to apply discount based on the value of the invoice raised. The percentage discount that is applied is calculated from the Customer Defaults Discounts tab, where ten different value ranges can be assigned different discount rates.
If you wish to set up a discount based on a customerÆs invoice values, enter the discount structure using the Discounts tab from the Customer Defaults window.
Quantity Table A-E: select one of these quantity tables to apply additional discount based on the quantity of products bought. These tables are set up using the Discount tab of each product record. Note: If you have chosen to rename your quantity tabs, the names that you have entered appear in this list.

You can give your customers a discount for early payment. If payment is received within the days you enter here, your customer can qualify for a discount. This value is picked up automatically by the discount feature of Invoicing and Sales Order Processing.

Enter here the percentage discount that you want to set as the default for your customers. No conditions need apply for this discount to be given, it will simply be applied to the net amount of all invoice items you enter. If other discounts are also applied, then this discount is simply added.

Type in up to 30 characters of text, such as, æ30 DaysÆ. This can be printed on your invoices or Statements if required.

If the selected customer is a member of a price list, the price list reference appears here. A customer can only belong to one price list. If you want to change the price list that the selected customer belongs to, select the price list you require from the drop-down list.

Use the drop-down list to choose which department you want to set as your customer default. The departments in this list are set up using the Departments option from the Settings menu.

Select the default account status from the drop-down list.

Use this drop-down list to select the VAT rate code to be used as the default for transaction items you enter on invoices to your customers. You can override this default setting when you enter individual transactions. Product Invoicing takes the default VAT rate from the Product Record. The tax code you set as the default here is also used as the default tax code when you enter Bank Receipts and Recurring Entry receipts.