Inserting Customers Part 2
BILLING OPTIONS
This page affects the customer balance. The only required
piece of information is choosing a tax code for the customer. If you followed
the previous lessons the tax rates should already have been set up. Click on the
tax rate you want to assign the customer.
NOTE: The Last
Billed field is filled automatically by Office Express, there is no need to put
a value in this field.
The Credit
Limit is the amount the customer balance is allowed
to grow before Office Express puts all the customers jobs on hold.
The Terms field defines the number of days an invoice can go unpaid
before it is considered past due.
CUSTOMER NOTES
The last page of the wizard is for entering customer
notes. You are free to use this for anything you choose about the customer.
Office Express automatically inserts notes into this file when you print
collection letter to the customer.
When you are done with this page, click the Next button at
the bottom-right of the wizard. You will then see the Wizard Finish page where
you click the Finish button to save the customer.
