Customer Information - Financial

General Information

This screen tab contains financial information about the customer.

See Also

Customer Information

Misc. Balances

DEFERRED BALANCE - the total dollar amount (debit or credit) deferred from unbalanced accounts on previous orders for the customer.

PROMOTIONAL BALANCE - the total dollar amount due to the customer as a result of promotional credits being applied to the customer in the Customer Contact screen.

GROSS $ SPENT - the total dollar amount spent by the customer to date.

GROSS PROFIT - the total dollar amount spent by the customer to date, minus the cost of goods sold.

Statements/Invoice Preferences

CONTACT PREFERENCE- the customer's preferred method of delivery for invoices and statements.

This Email feature is available in Quick Print only.

• Print Only

• Print & Email

• Email Only (Paperless)

Please Note: The email option requires Plain Paper selected as the form type in the Global Parameters.

EMAIL FORMAT PREFERENCE- the customer's preferred format for emailed invoices and statements. Note: The forms will appear as attachments on the email.

Credit Information

CURRENT BALANCE - the customer's current balance on all unbalanced orders.

CREDIT LIMIT - the customer's credit limit. If the preference "Customer Must Have A Credit Limit Established For Open Invoicing" has not been selected in the Maintain Global Parameters - Accounting screen, this field always indicates "No Limit."

TERMS - the terms for the customer when the credit limit is established.

AVERAGE DAYS TO PAY - the average time it takes for the customer to pay invoices.   This figure is especially useful when re-evaluating a customer's payment terms to determine if their past performance justifies the current discount rate and credit limit. Select VIEW to bring up the Average Days to Pay screen.

CUSTOMER IS A BAD CREDIT RISK - check this box if the customer has bounced a check or has used a credit card that was denied credit.

Order Preferences

A customer can have preferred payment & shipping methods.  If a payment or shipping method is assigned when a new order is created, the corresponding payment or shipping field will be populated with the preferred method.

PREFERRED METHOD OF PAYMENT - use this dropdown to select the customer's Preferred Payment Method.

PREFERRED METHOD OF SHIPMENT - use this dropdown to select the customer's Preferred Shipment Method .

SHIPPING ACCT - this option enables you to save a customer's shipping account information for the  Third Party Shipping option in the Order Total screen.

PREFERRED SHIP FROM LOCATION - for Multiple Warehouses, use this dropdown to select the customer's Preferred Warehouse to ship any ordered items from.

Points/Rewards

AVAILABLE POINTS - the total amount of unredeemed points for a points and rewards program when one is established in the Maintain Global Parameters - Accounting screen. To print a statement showing points activity for the customer, select the PRINT/VIEW POINTS HISTORY button.

DON'T ALLOW CUSTOMER POINTS- check this box to prevent this customer from earning points.

Tax Status

NATIONAL TAX EXEMPT - check this box to exempt a customer from national sales tax (such as Canadian or European VAT).

STATE TAX EXEMPT - check this box if the customer has tax exempt status at the state level.

COUNTY TAX EXEMPT - check this box if the customer has tax exempt status at the county level.

CITY/LOCAL TAX EXEMPT - check this box if the customer has tax exempt status at the city level.

TAX ID # - the customer's tax id number for tax exempt status.

ALTERNATE TAX ID # - the customer's secondary tax id number commonly used for tax exemption on a separate tax level.