Settlement Terms Tab: Viewing A Customer's Settlement Terms

Customers may be offered different account settlement terms, rates and discounts based on factors such as how they pay, whether they pay within 30 days, 60 days etc.

To view a customer's account settlement terms:

1.      Find and open the Customer record for the required customer. See Finding Customers.

2.      Click the Settlement Terms tab. The following information is shown:

Note: The information displayed in this tab is read-only - the data is transferred from Quantum Financials.

NEXT: Customer Transactions Tab: Viewing Customer Transactions