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The "Customer Type Master" window is used store default data about a specific type of customer. This default data is then used when creating a new customer with the customer master screen. If the interest rate is changed in the customer type master, then the interest rate is also changed in each of the customer records linked to the customer type. This will save considerable time if you find a requirement to adjust your interest rate charged on overdue accounts. Therefore, even if you only have one account type, it is recommended that you create an account type record.
The name of the account type.
The accounts receivable ledger account that will be linked to customers.
Enter the default payment terms that apply to the customers.
Enter the tax or tax group from which the customer is exempt.
Enter the maximum credit that will be available to the customer.
Enter the annual service charge percentage that will be charged to the customer on past due invoices.
Toggle on or off. Toggle off if the customer is not to receive a hard copy of their statement during the statement printing process.
Table of Contents | Quasar Commands | Up: Setup Card | Previous: Customer Type List | Next: Patronage Group List |