Specify the default credit terms for this customer. This field is required. See Credit Terms for details.

Specify the default invoice status for invoices for this customer. This field is required.

Generally, you specify a status that indicates invoices are uncontested. A contested invoice is typically a special condition.

See Invoice Status Codes for details.

Specify a payment group in which you want to include this customer.

Specify a billing schedule for the customer by selecting the appropriate billing schedule code.

Assign a default bill collector.

Indicate how invoice totals should be calculated and displayed for this customer.

Clear: Invoice totals are calculated by line. This is the typical method for calculating totals, unless the customer is using AR Self-Billing.

Select: Invoice totals are calculated by authorization number. The printed invoice includes the price and amount for each authorization line, as well as the total for all authorization lines. The extended price for each invoice line item is not displayed.

This field is important for customers using the AR Self-Billing module and ensures that rounding errors do not occur between the AR amount calculated by Self-Bill Payment Application and the invoice amount. Rounding errors can prevent invoices from being closed or create unapplied payments.

Select this option if this customer typically pays invoices for items on scheduled orders using authorization numbers. When the self-payment is applied by authorization number, the amounts match exactly.

The value you specify in this field sets the default for the same field in Scheduled Order Maintenance (7.3.13). It can be changed for individual orders as needed. See Self‑Billing for details on self-billing.

Select this field to make this customer’s accounts liable for finance charges. If the customer has past due balances, finance charges are levied.

See Finance Charges on Overdue Payments for more information on how finance charges are calculated.

Specify a value to indicate how often you normally print AR statements for this customer.

The system checks the value of this field when generating statements for customers with Print Statement selected. You can select statements to print on a regular basis for each customer based on their cycle code.

Specify the default group associated with this customer for Belgian-Luxembourgian BLWI reporting. The default code is 999.

Indicate if reminders are typically printed for this customer to report past due balances.

Clear: The customer’s balance is not reviewed when Reminder Letter is executed, regardless of the selection criteria.

Select: When you generate reminder letters with the appropriate selection criteria, this customer’s accounts are reviewed. If the customer has past due balances, a reminder letter is printed.

See Reminding Customers of Outstanding Balances for more details on reminder letters.

Indicate if statements should be printed for this customer. When this field is selected, a statement is printed for this customer using the frequency specified in Statement Cycle.

Clear: A statement for this customer is never generated, regardless of the selection criteria used in Customer Summary Statement Print.

Select: Statements are included for this customer.

To provide item line details in bills produced for this customer, select this field.