User Guide

Adding Customers
Workbook 35
S
wc90wb.doc, printed on 1/3/02, at 11:14 AM. Last saved on 1/3/02 10:54 AM.
ACCPAC INTERNATIONAL, INC. Confidential
Tax.
This column lists all the taxes that you have set up for this
company; it does not represent the taxes assigned to the tax code
described later. You cannot edit this field.
Tax Exempt.
This column specifies whether sales to this
customer are exempt from the selected tax. Click this field to set
to Yes or No as follows:
■
If sales are tax-exempt (that is, the tax is not to be charged on
sales to this customer), set to Yes.
■
If sales are not tax-exempt (that is, the tax is to be charged on
sales to this customer), set to No.
Tax ID.
This is the customer’s government-assigned tax ID
number for the selected tax.
Tax Code.
Enter the tax code that normally applies to this
customer. When you enter an item on an invoice, sales order or
quote for this customer, Simply Accounting will automatically
charge the taxes defined by the tax code. However, you can
exclude some or all of the taxes by editing the Tax Exempt
column, described previously.
Statistics
Use the Statistics tab to keep track of your sales to this
customer.
Year-To-Date Sales
and
Last Year’s Sales.
Enter this
information, if available.
Credit Limit.
Enter an amount, if applicable. The program
warns you before you process a sale that will exceed this limit.
(You can still process invoices that exceed the credit limit.)
Reminders
You can record and recall important information about the
customer on the Memo tab.
Import and export
sales transactions
To be able to import and export sales transactions, complete
the information on the Import/Export tab. The
Import/Export tab looks like this: