Navigation: Customer > Accounting >  Billing Info

 

Billing Information

Billing Information

➢Customer's billing address can be set  by manually filling in the data or you can select to update the fields with the shipping address.

➢Send Confirmation e-mail for CC Payments - if checked then an email will be sent every time a payment is done using credit card.

➢Account number is next. You may Update the Account Number.

➢E-mail address can be entered if not already done on Customer form. E-mail address is where the statements and confirmation emails are sent.

➢Statement Delivery Method - select between Print or E-mail

➢ Select Receivable Method and Statement Class.

➢Enter Credit Limit

➢Apply finance charge - if selected then this customer will be charged with finance charge value:

• you can check Use Global Settings Rate

•Or by unchecking Use Global Settings Rate you can manually enter a percentage value to Apply per Month

➢Enter Statement Message.

➢Click Save to save any changes

 

See also:

Accounting

Post Payment