Default Information System

First we click on Maintain to follow this window

Then on click on Default information click Customer option as well. The following window will appear.

There are five tabs in which you have to edit information about customers.

First tab is about Payment terms in which different information is available.

C.O.D is the first standard term for cash on delivery.

Prepaid is the amount which you received in advance.

Due in number of days option in which the customer have to pay the amount in due time. The following window will appear.

In this window information about net due in days, discount received in days in which we avail and discount percentage credit limit should not be increased by this limit.

Next is Due on day of next month then following window will appear.

In this information about due on date on next month, discount days and discount percentage and credit limit.

Due at the end of month in which following window will appear.

In this information is about discount days end, discount percentage and credit limit is provided.

After this next tab is about Account Aging in which the following window will appear.

You have to choose any one method by which age the invoice weather it is

Invoice date

Due date

After aging categories in which after due and grace days how many days you will give to your customer to pay you. In this way different categories is

1^st Column, 2^ND Column, 3^rd column and 4^th column selected in which different days allotted in which different customer whom you sale is selected.

After this another tab is Custom Field is following which have the window like this.

In this information of customer is gathered from other sources collected such as

Second Contact

Reference

Mailing list

Multiple Sites

Next tab is Finance Charges in which following window will appear.

In this information about charges of finance you are charging or not are recorded.

If you are charging then information you have to recorded about invoice days overdue up to what limit annual interest charging on interest, on balance above that percentage is  selected then minimum finance charges in amount selected.

Finance charges to GL Accounts are selected here.

Appear on invoice and statement as late charges or Finance charges.