default information.

Default information.

After maintaining customers/prospects we will learn how to change the default information of our customers.

We will go to default information from the maintain menu and select customers from the sub menu.

As show in the below picture:

After clicking on customers the following window will appear:

In the above picture we are provided by 5 tabs.

The first tab is of “payment terms” and in it we are given 5 different types of payment methods from which we have to select anyone. If we click on the first option of “C.O.D” then we will only be able to edit the credit limit amount because it means that we will simply get cash on delivery therefore no need entering due date discount amount if we get before date etc.

If we select the prepaid option it means that we will be getting the payment before delivery of goods.

If we select the third option which is “due in number of days” as selected in the picture then we are able to change our these options “net due in, discount in, discount%, credit limit” . while this option means that we  will get payment after few days.

The fourth option we will select when we will be getting payment in the coming month.

The last option we will select if we will be getting payment at end of month.

The second tab is of “account aging” in this tab we have to select the age of account according to invoice date or due date. We can change the aging categories according to our requirement.

The above tab is of “custom fields” this field is used to enter the extra data which could be of anything relevant. We can change the field labels if we want any other data.

The next tab is of “finance charges” if we select it the following window will appear:

In this tab we had to enter data of finance portion. If we are going to charge extra to our customer due to some reasons like if our customer is not paying payment then he would be charged more.

The last tab is of pay methods and after clicking on it this window will appear:

In this field we can enter the kinds of payment methods that our company accepts and we can enter up to ten different methods.