General Customer Options

Age Analysis Method

This determines how aging periods (Current, 30 Days, 60 Days, etc.) are calculated for customer statements and age analysis reports.

Month Option

Use this if your statements are sent on a fixed day each month—not based on calendar months..

Example:

•Today: August 27

•Default Statement Date: 25th

→ Periods will be:

•Current: July 26 – August 25

•30 Days: June 26 – July 25

•60 Days: May 26 – June 25

•... and so on

Setup Steps:

•✅ Enable the Month Option

•Set Default End of Month Day (e.g., 25th)

  → This day is used when opening your Age Analysis.

Calendar Month

Calendar Month Option (standard and most common)

Use this if you prefer standard calendar months (most commonly used).

•The Default Statement Date is ignored.

•Aging is based on the last day of each calendar month (e.g., 31 August for Current).

•All transactions from August are shown as Current.

Recommendation: Choose Calendar Month unless your business has a specific non-calendar statement cycle.

Where should Unallocated Credit Go

Where Should Unallocated Credit Go?

Choose how to display unallocated customer credits in Age Analysis:

•Current & Total: Credits appear in both the Current period and reduce the overall total balance (most common choice for visibility)..

•Total Only: Credits reduce only the total balance (do not appear in any aging bucket).

•Nowhere: Credits are excluded from Age Analysis until manually allocated (use cautiously).

Customer Master Options

Credit Limit - Require Address

When enabling/setting a credit limit for a customer, forces users to complete the address fields before saving.

Receive Payment Options

Open Allocation - After Process

After processing a customer payment, automatically opens the Customer Enquiry / allocation screen for immediate allocation of funds.

Other Options

Followup Pop-up

Follow-up Pop-up

Enable this option for a notification regarding uncompleted conversations (those not yet followed up or resolved).

The notification will appear on your screen as shown below:

Click the Flag icon to view a list of outstanding conversations.

Update customer sales pipeline, only by conversation.

Sales Pipeline Updates via Conversations

Prevents direct changes to the Sales Pipeline Status in the Classification tab.

Status updates can only occur through logged Conversations (ensures audit trail and proper sales process).

Prevent invoice when exceed terms or credit limit.

Blocks creation/printing of new invoices if the customer is over their credit limit or has overdue payments beyond terms.

Email - Record in conversations

When you send an email to/from a customer (via the system), it is automatically logged as a Conversation entry in the customer's Conversation tab.

Customer order number should be unique per customer

Enforces uniqueness of Customer Order Numbers per customer.

•Enabled: Duplicate order numbers for the same customer are blocked.

•Disabled: Allows reuse of the same order number (e.g., for recurring orders).

Quick Conversation Options:

Automatic Timer

When using Quick Add Conversation, the timer starts automatically to track time spent on the interaction.

Conversation Defaults

After saving a conversation, automatically schedules a follow-up reminder after a set number of days (e.g., 2 days). Adjust the default interval as needed.