Use the AR Customers form to set up master information about each customer with whom you are doing business.

The Info tab is used to set up the basic static information for each customer, which includes the customer’s name and sort name, mailing and billing addresses, phone and fax numbers, and the contact information (i.e. extension number, email address, and URL address).

The Add’l Info tab is used to set up other information about the customer, such as the customer’s status, payment terms, receivable type, tax codes, statement type, and so forth. Many of these options, such as the payment terms, receivable types, and tax code, provide defaults used by the AR posting programs.

If you are using the Material Sales module, the Material Sales tab allows you to define default options used when selling and delivering materials to customers in MS (i.e. price and discount templates, and haul tax option). The Invoice options are used to define at what level invoices will be generated, the bill frequency, and the level of detail that will be included when printing invoices.

The Statement Delivery tab provides a history of statement delivery. Details include date sent, delivery method, status, the recipient, as well as email (for emailed statements) and/or address information (for mailed statements).