Table of Contents Quasar Commands Up: Setup Card Previous: Customer Type List Next: Patronage Group List

Customer Type Master



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.

Name

The name of the account type.

AR Account

The accounts receivable ledger account that will be linked to customers.

Terms

Enter the default payment terms that apply to the customers.

Tax Exempt

Enter the tax or tax group from which the customer is exempt.

Credit Limit

Enter the maximum credit that will be available to the customer.

Service Charge

Enter the annual service charge percentage that will be charged to the customer on past due invoices.

Statements?

Toggle on or off. Toggle off if the customer is not to receive a hard copy of their statement during the statement printing process.

Transactions

Controls specific types of transactions that can be created for the customer.

Table of Contents Quasar Commands Up: Setup Card Previous: Customer Type List Next: Patronage Group List