...
| Field | Description | Order Status |
|---|---|---|
| Balance | Minus any deposits that are in trust, plus any outstanding invoice amounts | Invoiced |
| In Progress | Outstanding amount of orders that are in progress | WIP |
| Credit Limit | Customers Limit for credit |
Other items on the Customers Card
- You can Edit the Billing Details via Edit Details in the Customers Card Box
- View the history of this customer via View History
- You can see the Details Tree via + Show Tree
- You can download all of the addresses to your email contacts via the V card symbols
- Add customer warning message with editable warning colours (See below example)
Credit Limits
Credit limits can be set for each customer, this prompts a pop up box on the quote summary screen when the credit limit has been exceeded . (image 2 & 3)
The pop up box will not be removed until the credit limit is increased or the customer has paid outstanding amounts.
The credit limit is set under the Customer card > Account details (Image 1)
The status for this function can be edited in (Settings-> Sales settings-> Orders status status)
1.
2.
3.
Import/ Export Customer Details
(If the user does not have access to settings the user won't find Import/Export options in Customer and Suppliers screen)
To do this select Import/ Export and follow the standard Import/ Export prompts.
The customer details can be:
...
This needs to be in the below format "UnitNo/No Street, Suburb State Post code, Country"
Invoice Delivery status
...
| Value used in export | |
|---|---|
| Dont Send | X |
| To Be Emailed | E |
| To Be Printed | P |
| To Be Emailed and Printed | B |
...