User Guide

Adding Customers
34 Simply Accounting
Swc90wb.doc, printed on 1/3/02, at 11:14 AM. Last saved on 1/3/02 10:54 AM.
ACCPAC INTERNATIONAL, INC. Confidential
Internal Customer.
This box appears only in Simply
Accounting Pro. Check this box if the customer is to be included
in Time and Billing to track activities performed for a
department within the company, but not included in the
customer list used for sales invoices, orders or quotes.
Shipping address
If you ship goods to a customer at an address different from the
mailing address (where you send invoices), record shipping
details on the Ship-To Address tab. Otherwise, check the Same
As Mailing Address box. This address appears on sales invoices,
orders, and quotes beside the mailing address.
Options
You enter credit terms and other housekeeping information
regarding the customer on the Options tab.
Early Payment Terms.
Enter the payment terms you generally
offer this customer. Payment terms include your early-payment
discount rate (a percentage), a period (in days), and the number
of days until an invoice is due in full. The program automatically
displays the terms you entered on the Customers and Sales tab
in the Settings window (under System Settings on the Setup
menu), but you can change the terms for individual customers if
you wish.
Produce Statements For This Customer.
Check this box if you
want to create statements for this customer.
[ ] Forms For This Customer.
Select Print if you normally
print invoices or order-confirmation forms for this customer, or
E-mail if you normally send them via e-mail.
Clear Transactions When Paid.
Check this box if you want to
have transaction details removed from your records after they
are fully paid. Leave the box blank if you want the program to
retain these details. Normally, you would leave this box
unchecked, so that you can see a list of paid invoices and
deposits in the Receipts window, on customer statements, and
on the Customer Aged report.
Taxes
Use the Taxes tab to record tax information for this
customer.