Use this form to put new customers into the database. Most fields are self-explanatory. The Notes buttons brings up a memo pad for typing miscellaneous notes.
Billing Tab:
Fields:
Contact
The name of the contact at the customer.
Duplicate Shipping Information
Click this button to copy all the fields from the shipping page to the billing page
Shipping Tab:
General Tab:
Financial Tab:
Fields:
Federal and Sales Tax Numbers and Rates
If you have a sales or federal tax numbers, put them in the appropriate fields. If not, then put the tax rates in.
Check-Boxes
If the customer receives service charges or statements, check the appropriate box.
Last Service Charge
The last date service charges were ran for this customer.
Aging Fields
The program will place the over 30, over 60, over 90, and the balance here when an aging transaction is processed.
Credit Available
This field determines if the customer has credit.
Credit Limit
If the customer has credit, this is how much he has.
Discount %
If the customer has a discount, the discount percentage is here.