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      <blockquote>
        <div class="ho_OverviewHeading"><a name="821446">Card Information window</a>—Selling Details view</div>
        <div class="b_Body"><a name="813871">The </a><span class="w_Widgets">Card Information window</span><span class="w_Widgets">—</span><span class="w_Widgets">Selling Details view</span> is where you can record each customer’s credit limit and terms, along with entries that will make it easier and faster for you to create quotes, orders and invoices for the customer.</div>
        <div class="b_Body"><a name="844235">The selling information you enter here will be used when entering sales for customers. You can also enter the </a>default sales layout and delivery status you want to use for each customer in this view. When you enter a customer’s name in the sales window, the layout and delivery status you specified here will be displayed automatically. Similarly, if you make an entry in the Printed Form field, that form will be used when you print the sale for the customer. </div>
        <div class="b_Body"><a name="844237">If you choose the service layout, you can assign a default income account for a customer. When you enter sales </a>for this customer, the account will be automatically entered when you enter line items on the sale. You can change the automatic customer entries if you wish. </div>
        <div class="b_Body"><a name="857028">You can also set the following sales information about your customers in the Selling Details view:</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><a name="856219">Set a customer time billing rate </a>(Accounting Plus only)</div>
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                <div class="bbi_BulletedIndented_inner"><a name="844249">Specifying tax codes</a></div>
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                <div class="bbi_BulletedIndented_inner"><a name="844253">Assigning credit terms to your customers</a></div>
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        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd813868&quot;);">
          <span class="N_007eProcBullet"></span><a name="813868">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd813868", false);</script></div>
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        <div class="hps_ProcedureSubheading"><a name="837723">Customer Name</a></div>
        <div class="b_Body"><a name="837730">The name of the customer appears in the top left corner of the window.</a></div>
        <div class="b_Body"><a name="844373">If this customer has been placed on credit hold in the Credit Limit and Hold window, the customer name is </a>followed with <span class="w_Widgets">[On Credit Hold]</span>.</div>
        <div class="hps_ProcedureSubheading"><a name="813241">A/R </a>Balance</div>
        <div class="b_Body"><a name="813243">This field displays the current outstanding balance of the sales for the selected customer. To open the Analyse </a>Receivables window and view a list of transactions that make up this balance, click the zoom arrow.</div>
        <div class="hps_ProcedureSubheading"><a name="813450">Sale Layout</a></div>
        <div class="b_Body"><a name="813452">Choose the sale layout that will be displayed when you enter a quote, order or invoice for this customer. The </a>choices are Service, Item, Professional, Time Billing (Accounting Plus only) and Miscellaneous. You can choose a different layout for individual transactions if you need to.</div>
        <div class="b_Body"><a name="814170">If you choose No Default, the sale layout you selected for new customers in the Easy Setup Assistant will be </a>used.</div>
        <div class="hps_ProcedureSubheading"><a name="813454">Printed Form</a></div>
        <div class="b_Body"><a name="813456">If you use a particular preprinted or customised form for the sales documents you create for this customer, you </a>can select the form in this field. Click the Select from List arrow to see a list of all the forms available for the sale layout you’ve chosen.</div>
        <div class="b_Body"><a name="814206">Note that this field doesn’t appear if you chose No Default or Miscellaneous in the Sale Layout field. </a></div>
        <div class="hps_ProcedureSubheading"><a name="843564">Invoice Delivery</a></div>
        <div class="b_Body"><a name="844191">If you use a particular delivery status for the sales documents you create for this customer, you can specify that </a>delivery status here. Click the Select from List arrow to see a list of all the delivery statuses available for the sale layout you’ve chosen.</div>
        <div class="b_Body"><a name="844192">Note that this field doesn’t appear if you chose No Default or Miscellaneous in the Sale Layout field. </a></div>
        <div class="hps_ProcedureSubheading"><a name="813462">Income Account</a></div>
        <div class="b_Body"><a name="813464">Choose the income account that will be used to track sales made to this customer. </a></div>
        <div class="hps_ProcedureSubheading"><a name="813466">Receipt Memo</a></div>
        <div class="b_Body"><a name="838230">Enter the information you would like to automatically appear as the memo when you receive money from this </a>customer using the Receive Money window, Receive Payments window, Bank Register or To Do List. You may use a reference number such as an account number, for example, that identifies the payor.</div>
        <div class="hps_ProcedureSubheading"><a name="838229">Salesperson</a></div>
        <div class="b_Body"><a name="813468">Select the salesperson who is assigned to this customer. </a></div>
        <div class="hps_ProcedureSubheading"><a name="813470">Sale Comment</a></div>
        <div class="b_Body"><a name="813472">Select a comment that will appear on invoices for this customer. </a></div>
        <div class="hps_ProcedureSubheading"><a name="813474">Shipping Method</a></div>
        <div class="b_Body"><a name="813476">Select the shipping method you’ll use most often for orders shipped to this customer. </a></div>
        <div class="hps_ProcedureSubheading"><a name="856267">Customer Billing Rate</a> - Excluding Tax (Accounting Plus only)</div>
        <div class="b_Body"><a name="856271">If you use the time billing feature and you’ve established an hourly billing rate for this customer, enter that rate </a>here. This rate can be used to calculate the charges on the customer’s activity slips.</div>
        <div class="hps_ProcedureSubheading"><a name="813485">Credit Limit</a></div>
        <div class="b_Body"><a name="813487">The customer’s credit limit is displayed.</a></div>
        <div class="b_Body"><a name="844353">Click </a><span class="w_Widgets">Credit Limit &amp; Hold</span> to open the Credit Limit &amp; Hold window, where you can set or change the credit limit or place the customer on credit hold.</div>
        <div class="hps_ProcedureSubheading"><a name="860640">A.B.N.</a></div>
        <div class="b_Body"><a name="860641">Enter or change this customer’s Australian Business Number (A.B.N.).</a></div>
        <div class="hps_ProcedureSubheading"><a name="860642">A.B.N. Branch</a></div>
        <div class="b_Body"><a name="860643">Enter this customer’s A.B.N. Branch number.</a></div>
        <div class="hps_ProcedureSubheading"><a name="813497">Tax ID Number</a></div>
        <div class="b_Body"><a name="813499">Enter this customer’s tax ID number.</a></div>
        <div class="hps_ProcedureSubheading"><a name="813505">Tax Code</a></div>
        <div class="b_Body"><a name="813507">Use this field to specify the </a>tax code that applies most often to sales made to this customer. This  tax code will appear as the default entry for all transactions entered for the customer. If you want, you can change the  tax code for individual transactions as you enter them.</div>
        <div class="hps_ProcedureSubheading"><a name="813509">Freight Tax Code</a></div>
        <div class="b_Body"><a name="813511">Use this field to specify the tax code that applies most often to the freight charges on sales made to this </a>customer. This tax code will appear as the default entry for the freight amount on the customer’s transactions. If you want, you can change the freight tax code for individual transactions as you enter them.</div>
        <div class="hps_ProcedureSubheading"><a name="860163">Use Customer’s Tax Code</a></div>
        <div class="b_Body"><a name="860170">Select this option if you want the customer’s tax code to override an item’s tax code in an item sale or the </a>allocation account tax code in a non-item sale to this customer.</div>
        <div class="hpn_ProcedureHeadingNoSplit">
          <span class="N_007eProcBullet"></span><a name="816420">Customer Terms Information section</a></div>
        <div class="b_Body"><a name="815539">If the customer is allowed to make purchases on account, enter the terms that will apply most often to those </a>transactions. You can change the terms for individual invoices if you like.</div>
        <div class="b_Body"><a name="814240">When you create a set of default terms using the Credit Terms Information fields here, the terms you select will </a>be applied only to the customer displayed in this window. </div>
        <div class="hps_ProcedureSubheading"><a name="814069">Payment is Due</a></div>
        <div class="b_Body"><a name="814071">Choose the payment due method that is used for this customer. The choices are C.O.D., Prepaid, In a Given # </a>of Days, On a Day of the Month, # of Days after EOM (End of Month), and Day of Month after EOM.</div>
        <div class="hps_ProcedureSubheading"><a name="814065">Discount Days/Date</a></div>
        <div class="b_Body"><a name="814067">If you give a discount to customers who pay promptly, indicate when the customer has to make payment, in </a>order to claim the prompt-payment discount. Depending upon your selection for Payment is Due, this field will be labelled either <span class="w_Widgets">Discount Days </span>or <span class="w_Widgets">Discount Date</span>. If Discount Days appears, enter either the number of days after the sale date that payment must be made in order to receive a discount. If Discount Date appears, select the day of the month by which payment must be made in order to receive the discount.</div>
        <div class="hps_ProcedureSubheading"><a name="814061">Balance Due Days/Date</a></div>
        <div class="b_Body"><a name="814063">If </a><span class="w_Widgets">Balance Due Days</span> appears, enter the number of days that are allowed after the sale date before the transaction must be paid. If <span class="w_Widgets">Balance Due Date</span> appears, select the day of the month by which the payment must be made. After this period, a late payment charge is assessed.</div>
        <div class="hps_ProcedureSubheading"><a name="814057">% Discount for Early Payment</a></div>
        <div class="b_Body"><a name="814059">Enter the discount percentage you offer to your customers if they pay a transaction balance on or before the </a>transaction's discount due date.</div>
        <div class="hps_ProcedureSubheading"><a name="814053">% Monthly Charge for Late Payment</a></div>
        <div class="b_Body"><a name="814055">Enter the percentage of the transaction amount you'll charge your customers for paying after the balance due </a>date.</div>
        <div class="hps_ProcedureSubheading"><a name="814049">Volume Discount %</a></div>
        <div class="b_Body"><a name="856309">If your company offers a volume discount on items sold to this customer, enter the discount percentage. This </a>discount will appear as a default entry in the Sales window for all the items you sell to this customer.</div>
        <div class="b_Body"><a name="857177">(Accounting Plus </a>only)<span style="font-weight: bold;"> </span>If you select the <span class="w_Widgets">I Include Items on Time Billing Invoices</span> option in the Preferences window, the volume discount won’t be applied to items included on the time billing invoice.</div>
        <div class="hps_ProcedureSubheading"><a name="814325">Credit Limit &amp; Hold </a></div>
        <div class="b_Body"><a name="844368">Click to open the Credit Limit &amp; Hold window, where you can set or change the credit limit or place the </a>customer on credit hold.</div>
        <div class="hps_ProcedureSubheading"><a name="844362">New </a></div>
        <div class="b_Body"><a name="816990">Click to create a new card.</a></div>
        <div class="hps_ProcedureSubheading"><a name="814329">OK </a></div>
        <div class="b_Body"><a name="816992">Click to save your changes and close the window.</a></div>
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        <div class="Sample_heading"><a href="410300c-03.htm#834812" name="857238">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="857252">Related Topics</a></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.2.htm#1095810" name="860708">Creating a customer card</a></span></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="contacts.19.14.htm#1061415" name="860712">Customising cards</a></span></div>
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      </blockquote>
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