Define and regularly revisit the default Customer Details on the Customer record
These attributes may impact transactions and workflows related to the Customer. For procedural effectiveness, it is best to define these prior to invoicing actions or creation of transactions that could lead to an Accounting impact
- Open a Customer record
- Define and / or review the Customer details, paying attention to the following:
- Customer / Vendor tab
- Type: should be set to a Customer, i.e. CUSTOMER or CUSTVEND (in the case of being both a Customer AND a Vendor)
- Company sub tab for attributes, such as: Customer Payment Terms, Discount (informational field), Customer Credit Limit, Customer Tax Applicable Code, Tax Exemption Number and Reason, Default Currency with which you do business with this Customer, Default Payment Method which this Customer uses to pay you, their Account / Customer Number with you, the Credit Check Type / Score / Reference / Result / Date, etc.
- Customer / Vendor tab
- Define and / or review the Site (belonging to this Customer or other 3rd party) to which this Customer’s Invoices should, by default, be billed