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      <blockquote>
        <div class="ho_OverviewHeading"><a name="821215">Credit Terms window</a>—Default Customer/Supplier view</div>
        <div class="b_Body"><a name="809174">The Credit Terms window - Default Customer/Supplier view is where you can set up default credit terms for </a>your customers and suppliers. The terms you set will apply to all new customer and supplier records you create, but will not affect existing records.</div>
        <div class="b_Body"><a name="816304">You can change the terms for an individual customer in the Selling Details view of the Card Information </a>window, or for an individual supplier, in the Buying Details view of the Card Information window.</div>
        <div class="b_Body"><a name="847005">You can also change the credit terms for an individual sale or purchase in the transaction window. </a></div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd812238&quot;);">
          <span class="N_007eProcBullet"></span><a name="812238">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd812238", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd812238", false);</script>
        <div class="b_Body"><a name="814283">The functions and fields of this window differ, depending upon whether you’re viewing the terms of a </a>customer or a supplier.</div>
        <div class="hps_ProcedureSubheading"><a name="812241">Payment is Due</a></div>
        <div class="b_Body"><a name="812243">Choose one of the following payment terms from the list:</a></div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="812244">C.O.D.:</a></span> The balance of the transaction is due at the time the items are delivered.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="816365">Prepaid:</a></span> The balance of the transaction is due at the time the transaction occurs.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="816366">In a Given #</a></span> <span style="font-weight: bold;">of Days:</span> The payment due date and early payment discount date are based on a number of days since the transaction date.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="816381">On a Day of the Month:</a></span> The payment due date and early payment discount date are based on the month in which the transaction was recorded and the selections you make in the Discount Date and Balance Due Date fields. </div>
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        <div class="bbc_BulletedContinued"><a name="858614">For example, if the transaction was recorded in April, the discount date is 10th (the first of the month) and </a>the balance due date is EOM, a discount would apply if the balance was paid by 10 April and the entire balance would be due 30 April.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="812248">#</a></span> <span style="font-weight: bold;">of Days After EOM;</span> The payment due date and early payment discount date are based on a number of days after the end of the month.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="812249">Day of Month After EOM:</a></span> The payment due date and early payment discount date are based on the month after which the transaction was recorded and the selections you make in the Discount Date and Balance Due Date fields. </div>
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        <div class="bbc_BulletedContinued"><a name="858621">For example, if the transaction was recorded in April, the discount date is 1st (the first day of the following </a>month) and the balance due date is EOM, a discount would apply if the balance was paid by 1 May and the entire balance would be due 31 May.</div>
        <div class="hps_ProcedureSubheading"><a name="812251">Discount Days/Date</a></div>
        <div class="b_Body"><a name="812253">Enter the default number of days from the transaction date for which the discount applies. </a></div>
        <div class="b_Body"><a name="858630">If you selected On a Day of the Month or Day of Month after EOM in the Payment is Due field, select the day </a>of the month for which the discount applies.</div>
        <div class="b_Body"><a name="812255">If you select a day in the month that comes before the transaction date, the discount will apply until that day </a>in the next month. </div>
        <div class="hps_ProcedureSubheading"><a name="858633">Balance Due Days/Date</a></div>
        <div class="b_Body"><a name="812259">Enter the default number of days from the transaction date that the balance of the transaction is due. </a></div>
        <div class="b_Body"><a name="858639">If you selected On a Day of the Month or Day of Month after EOM in the Payment is Due field, select the day </a>of the month the transaction is due.</div>
        <div class="b_Body"><a name="812264">If you select a day in the month that comes before the transaction date, the balance won’t be due until that day </a>in the next month.</div>
        <div class="hps_ProcedureSubheading"><a name="812266">% Discount for Early Payment</a></div>
        <div class="b_Body"><a name="812268">Enter the discount percentage offered if a transaction balance is paid on or before the discount due date.</a></div>
        <div class="hps_ProcedureSubheading"><a name="812270">% Monthly Charge for Late Payment</a></div>
        <div class="b_Body"><a name="812272">[Customer cards only] Enter the monthly charge percentage you assign to a customer’s balance if their </a>transaction balance isn’t paid by the balance due date.</div>
        <div class="hps_ProcedureSubheading"><a name="812280">Tax Code</a></div>
        <div class="b_Body"><a name="812282">Select the default tax code that applies to your customers or the default tax code that applies to your </a>purchases.</div>
        <div class="b_Body"><a name="858502">If you're entering credit terms for suppliers, the tax code you enter here will appear as a default entry on </a>purchase orders for suppliers. If you're entering credit terms for customers, the tax code you enter here will appear as a default entry on invoices for customers.</div>
        <div class="b_Body"><a name="860548">.</a>Please note that you<span style="font-style: italic;"> cannot</span> select the following tax codes here: </div>
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                <div class="bb_Bulleted_inner"><a name="860555">Tax codes that have been assigned the tax type of Import Duty</a> or Input Taxed.</div>
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                <div class="bb_Bulleted_inner"><a name="860562">Consolidated tax codes that contain the Import Duty</a> or Input Taxed tax type.</div>
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        </div>
        <div class="hps_ProcedureSubheading"><a name="860096">Use Customer’s/Supplier’s Tax Code</a></div>
        <div class="b_Body"><a name="860103">Select this option if you want the default 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.</div>
        <div class="hps_ProcedureSubheading"><a name="860113">Freight Tax Code</a></div>
        <div class="b_Body"><a name="860120">Select a default freight tax code. </a></div>
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                <div class="bb_Bulleted_inner"><a name="860130">If you're entering credit terms for suppliers, the freight tax code you enter here will appear as a default entry </a>on purchase orders for suppliers unless you select a different code for a particular supplier in the Selling Details view of its Card Information window. </div>
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                <div class="bb_Bulleted_inner"><a name="860143">If you're entering credit terms for customers, the freight tax code you enter here will appear as a default </a>entry on invoices for customers unless you select a different code for a particular customer in the Selling Details view of its Card Information window. </div>
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        <div class="hps_ProcedureSubheading"><a name="812286">Credit Limit</a></div>
        <div class="b_Body"><a name="812288">Enter the default customer credit limit, or your default credit limit with suppliers.</a></div>
        <div class="hps_ProcedureSubheading"><a name="812996">Cancel </a></div>
        <div class="b_Body"><a name="812998">Click to close the window without saving your changes.</a></div>
        <div class="hps_ProcedureSubheading"><a name="813000">OK </a></div>
        <div class="b_Body"><a name="813002">Click to save the entries you’ve made in this window.</a></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="Sample_heading"><a href="460100c-03.htm#837144" name="858737">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="858791">Related Topics</a></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.16.htm#1114863" name="860610">Credit control</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="purchases.8.2.htm#1096656" name="860614">Creating a supplier 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="sales.7.2.htm#1095810" name="860618">Creating a customer card</a></span></div>
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      </blockquote>
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