Credit terms (customer account)

Find this screen

Open: Customers > Create & Amend Accounts > New Customer

Open: Customers > Create & Amend Accounts > Amend Customer

Credit Review

Use this to keep a record of the dates when the customer applies for credit, and when their credit status is reviewed.

These dates are used for your information only.

You can check the credit status of a customer with a credit bureau (credit reference agency).

Select the Credit bureau for the credit check.
Enter the Credit reference for this customer.
To check the customer on the credit agency's website, select the link button next to the Credit reference.

Note: The link button will only be displayed if you select both a Credit bureau and Credit reference.
If a customer's credit status has changed, you can set their Credit position.

If you want to display your trading terms on invoices, statements and other documents, enter the text in Trading terms.

The Average time to pay is calculated automatically, and shows the average time (in days) that a customer needs to pay their invoices.

Select Terms agreed if all the credit terms have been agreed with the customer.

If Terms agreed is not selected, then you'll see a message each time you enter a transaction for this customer.

Use the Memo to add any notes about this customer's credit position.