The Credit/Collection tab displays information such as discounts, sales tax (if you don’t use AvaTax), allowable payment types, and collection information for the selected customer. None of the fields on this tab are required to save the customer record, but the information here could be important to properly run your business. For example, you can define a credit limit and enter the default Terms Code, Sales Tax Code, and Salesperson. Several of the fields require Codes which you must define before you can select them here.

If you use Discount or Margin/Markup pricing, enter information in the Discount field (see Pricing Determined by Discount Codes or Pricing Determined by Markup or Margin Codes for more information). You can use the Allowable Payments check boxes to define the payment methods you will accept from this customer.

Select the Print Statement button on this tab to print the AR Customer Statements Report for the selected customer.