AR Account:

check box identifies the customer as having an account with your store.  The rest of the information on the screen does not appear until you wish to give them an account and check this box.

Credit Limit:

The maximum amount they are allowed to owe you.  Once this limit is reached, the system will warn the user that the customer is over their limit.  You will then have the choice to override the warning and allow the sale, or to cancel the charge to this account.

Opening Balance:

Used to note any pre-existing debt or credit they have with you – used for folks who had an account with you before you started using this program.  If so, enter the total account balance at the time their information is recorded.  The system will keep track of all their account activity from the day they are set up.

Current Balance:  

Displays the current account balance.  A positive amount is how much the customer owes you; a negative number is a credit owed to the customer.

Last Payment/On:

Identifies the when and how much the customer last paid against any account debt.

Terms:

Pick from the terms defined and configured in the Store Information,  Accounts Receivable tab.  This information then appears on statements and invoices.

Statements / Invoices - These are options for notifying the customer of account statement information – not the same as the invoices generated at the time of sale.  You can view the Email Setup and Statement Manager topics to learn more about email functions in the program.

• Print and mail - this account will appear on the Reports screen for AR Statements and Invoices and be included if you print ”All” statements.  See Statement Manager for more information.

• Email - Will email a statement via the button on this screen, or via the eStatements function.  This account appears in the Manage eStatements screen, accessed under Activities in the menu bar at POS , where electronic versions of statements are e-mailed to your customers.  Akin to e-mailing sales invoices, e-mailing statements uses the bill-to address’s email address.  If the Method for Statement/Invoice is set for email, you can generate an email statement from the form for this customer by clicking on the Send email statement button.  The date a statement was last emailed to the customer is also noted.

• Both - paper and electronic statements can be generated for the account.

Account History:

This section itemizes all account activity, including charges (sales), refunds, and manual adjustments.  

Click on a line to view the receipt for that transaction.

Message:

This message box provides you with an option to customize a unique message which will appear on the statement for this customer.  Limit is 100 characters

You have two message choices; message to appear on a printed statement and message to appear on an emailed statement.  These can be the same or different depending on your needs.

Messages set here are specific to one customer.  To set a general message that will appear on all customer invoices, use the message settings on the Store Information - Accounts Receivable Tab.