Billing tab

The Billing tab of "Add/Change Customer" contains the customer's billing information, discounts, aging of outstanding balance, and more. 

The following fields are taken directly from the customer default assigned to this customer:  Bill Type, Cycle, Acc Disc, Serial Disc, Titles Disc, Non-Inv Disc, STR Disc, Price Level, Terms, APR, Credit Limit, Print Invoices with Statements, Tax Exempt, Exemption Code.  This information may be changed on an individual basis here.  Refer to "Customer Defaults" on the Customer Maintenance menu for more information on these fields.  The remaining fields on the Billing tab are described below.

Employee

If a particular sales person should be assigned to this customer for commission purposes, click in the Employee box and select the sales person's name from the drop down list.

Last Charge

Last Charge represents the date the customer last charged a sale on open account.

Last Paid

The date the customer last made a payment on account.

Pay Amt

The payment amount made on the date in Last Paid.

Collections

The date the account was sent to collection.  Entering a date will prevent late charges and finance charges from continuing to accrue.  The customer will also stop receiving statements and late notices.

Bill Acct

If a different customer account is to receive billing for this customer, type the Bill To customer account number here. 

Hint:  Press the F6 key in order to select the account from the 'Pick Customer' list box.

Hold

The Hold box should be clicked if you would like the customer's name to be highlighted in red on the 'Pick Customer' list box. This would typically be used if the sales person should be made aware that the customer is 'delinquent' (not paid past invoices, written bad checks, suspected of stealing, etc.).  The red would be an indicator to read the customer notes.

Tax ID

If the customer is a business and is tax exempt, enter the Tax ID number for the customer if needed for your records.

Current/30/60/90

These fields represents the aging of the customer's outstanding balance. Current is the portion of the balance that is not yet due.

+30 is the portion of the balance that is 31-60 days past due.

+60 is the portion of the balance that is 61-90 days past due.

+90 is the portion of the balance that is 91 days or more past due.