General Customer Options

Age Analysis Options:

Age Analysis Method

Default End of Month

•Month-Based Periods

Select Month if your statement periods do not follow calendar months. This is useful if you send customer statements on a specific day each month.

Example:

If today is August 27th and your Default Statement Date is the 25th, your periods will be:

•Current: July 26 – August 25

•30 Days: June 26 – July 25

•60 Days: May 26 – June 25

•(And so on...)

•Calendar Month

Select Calendar Month if you work with full calendar months (this is the most commonly used option).

•Your Default Statement Date will have no effect when using this option.

•When printing your Age Analysis, select the last date of the month (e.g., August 31).

•All transactions from August will then be categorized as Current.

Where should Unallocated Credit Go

Choose where unallocated credit should be applied:

•Current & Total

•Total Only

•Nowhere - Only reflect after allocation

Customer Master Options:

Credit Limit - Require Address

When granting credit, users must complete the customer's address field.

Receive Payment Options:

Open Allocation - After Process

Automatically open the Customer Enquiry form immediately after processing a payment.

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

•The Sales Pipeline Status cannot be changed directly in the Classification tab.

•Instead, it is updated through Conversations.

Prevent invoice when exceed terms or credit limit.

Block invoice creation if the customer exceeds their credit limit or payment terms.

Email - Record in conversations

Automatically log sent emails as conversations in the Conversation tab.

Customer order number should be unique per customer

Unique Customer Order Numbers

Enable to ensure that each Customer Order Number is unique per customer.

Quick Conversation Options:

Automatic Timer

When using the Quick Add Conversation function, the timer will start automatically.

Conversation Defaults

Automatically schedule a follow-up after x days (for example, two days).