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A Customer is a person, company, or other entity  whom you sold goods on credit to and agreed to receive payment for these goods.

Accounts Receivable are also known as 'Trade Debtors' or 'Customers'.

A Customer Card is where all transactions entered against that customer is logged and stored as either a Invoice, Credit or Payment for further purposes.

The customer card only needs to be set up the once and access can be given to other users for further use.

Settling up a Customer Card.

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1. 1. Sales Area
   2. Sales Person - 
   3. Price Level
   4. Carrier
   5. Sales Group
   6. Cost Centre
   7. Tender
   8. Customer Payment Terms
   9. Customer Credit Limit
   10. Statement Delivery Method
   11. Invoice Mode
   12. Delivery Docket Report
   13. Invoice Report
   14. Add Extra Charge Product
   15. Orders on Web
   16. Customer Order Required
   17. Print Invoice
   18. Back Order Allowed
   19. Show in Sales 
       
       
       
2. Click on Tab Schedule
   From within Schedule you can set up Reminders of different Events within the Calendar for the Card you setting up or reviewing.
3. Events can comprise of Cases, Cards, Service Orders and just reminders.
4. Click on the link for further instructions instructions: Schedule