Customer Defaults

Customer default information implies to all of your customers unless you specify any customer. After opening the existing company, go to the maintain menu and click the option default information and then click the option customers.

You will have this window in which you have following options:

• ·         Payment terms
• ·         Account aging
• ·         Customer fields
• ·         Finance charges
• ·         Pay methods

By clicking the option payment terms you will have options:

• ·         C.O.D
• ·         Prepaid
• ·         Due in number of days
• ·         Due on days of next month
• ·         Due at end of month

Then select the option “due in number of days” and then select the GL sales account and discount GL account. Then move to the next option which is account aging, following window will open.

In this window you have options:

• ·         Invoice due
• ·         Due date

You will select the due date and then you will fill the information of aging categories. Then move to the next option which is customer fields and you will have the following window.

Here customer labels can be used to enter extra information about your customer. Fill it according to the requirement. Then move to the next option finance changes you will have the following window.

In this window you will write information about the extra finance charges within due date with some amount of interest. Then the next option is of pay method. In this way you can maintain the customer defaults.