Entering Customer Financial Information

Access the Customer - Manage {Customer Name} form. Select the Customer tab and then click the Financial link.

Payment Terms

Enter the code that indicates the default payment terms for the customer. Payment terms determine the due date, discount amount, and discount due date that the system assigns when you create an invoice. Use a blank code for the payment terms that you use most frequently. Examples of payment terms include:

Blank: Net 15

1: 1/10 net 30

2: 2/10 net 30

D: Due upon receipt

N: Net 30

P: Prox 25th

Currency Code

Enter the code that identifies the currency for a transaction.