Settings Window - Customers & Sales

Select a task or view a list of tasks that you can perform in these settings windows:

• Address - Specify the default address information for the city, province, or country in your new customer records.
• Options - Set up the aging period for customers, the interest charges for late payments from customers, and the default tax code for new customers. Include paid invoices in customer statements and print the salesperson's name on sales invoices, orders, and quotes.
• Discount - Set up your line item discounts in sales invoices, orders, and quotes, the default early payment terms for your customers.
• Comments - Add, change, or remove default messages on invoices, orders, or quotes.
• Names - Change the terminology that Sage 50 Accounting uses in the customer module and modify the titles of the additional information boxes in customer records.
• Linked Accounts - Set up the linked accounts for tracking foreign currency and accounts receivable transactions, as well as freight revenue, early payment sales discounts, and deposits and prepaid orders.