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The active fields on this screen are as follows:
•Status The Status of an Account can be either Open or Closed. Selecting Closed will prevent sales being made to this account from any module within the system.
•Credit Limit This limit cannot be exceeded by any Department. A Cash Invoice will be raised if the value of the invoice takes the Customer over their agreed Credit Limit.
•Default Nominal This option only applies to Sundry Sale invoices - raised from within the Sales Ledger.
A Customer's account can be allocated a Nominal Code; each time a Sundry Sales Invoice is raised, it will be posted against the selected Code. The Nominal Code can be added by either selecting a Nominal Shortcut code, or by building a long code.
•Limited Credit Account This option would be set to "Cash Account" if the Customer has parts delivered by van.
Selecting the "Cash Account" option prevents Parts Department invoices from appearing on the Till Reconciliation, until the receipt of cash is confirmed by the Parts Manager. (This is a process run in the Parts Managers Toolkit).
•Account Type If the account holder is either a Lease Company or an Insurance Company, this must be selected from the list otherwise the correct options won't be available to the Service Department when they create a new customer or process a new Appointment.
Similarly, an internal account must be set up as "Internal Zero Rated".
•Payment Terms This determines when an invoice is displayed as overdue both on the Account Enquiry screen and in the Debtors List.
•Settlement Discount This is a note, indicating how much settlement discount this Customer has been allowed.
•Send Statement? This defaults to "Yes", but can be changed to "No" if no statement is to be sent - usually for Internal Zero Rated Accounts.
•Copy Invoices? This defaults to "No", but can be changed to "Yes" resulting in the Customer receiving a copy invoice for each outstanding transaction on their statement.
Select the "References" tab.