Customer/More Screen

Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.

Payment Due Date.

The due date is determined by the payment terms. If the payment terms are set to 30 days, then the due date will be the invoice date plus 30 days.

The invoice lookup form will show all invoices that is due.

Most company's make use of the payment terms. These terms are based on financial month's.

Example, say the payment terms is 30 days then if the current month is July then payment is only due by the end of August. However if you only want to give the customer 30 days from invoice then you can use the "Payment Due Date". The Payment Due date is displayed in the invoice lookup form

Address

The address detail that you type in will display on the invoice form. If it was an On Account invoice then the address detail that you type in here will display on the invoice as the Delivery Address (Ship-to address). Remember to select your invoice report under Invoice Options.

Customer Name.

If it is a Cash Invoice and the Payment Type is Direct Bank/EFT and you typed in a name in the Customer Name field then this data will be displayed as the Reference in the Bank Reconciliation form.

Paid By

For more information, go to "Customer Financial Info.".

Cash Invoice: Add a customer name to a cash invoice.

Use the above fields if you need to enter a customer name, VAT number, etc. on a cash invoice.