Customers
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      1. User Manual
      2. Spire User Manual
      3. Customers

      CUSTOMERS - Billing Tab

      Customer Statement and Invoice printing options / Sales discount / Credit settings / Currency / Payment Terms / EFT Settings / PO monitoring / Surcharge and Levy Exemptions

      CustomerBillingTab
      • Account Information - displays Accounts Receivable summary aging
      • Statements & Invoices
        • E-mail - the default invoice / statement print option will be to send an email with the invoice / statement attached (available only if an email address is present in the address details)
        • Form and E-mail - the default invoice / statement print option will be to print the invoice / statement out, plus send an email message with the invoice / statement attached (available only if an email address is present in the address details)
        • Form - the default invoice / statement print option will be to print the invoice out

      ! Note: These are just settings for defaults…any of these options may be changed at the time of printing

      • Pricing
        • Discount % - for all Sales Orders (can be changed in the Order)
      • Credit Limit
        • Balance - displays current Accounts Receivable balance (user access permitting)
        • Limit
          • No Credit - doesn’t allow a sale to be invoiced ‘On Account’, only immediate payment, or C.O.D.
          • Unlimited Credit - the system will not watch the Accounts Receivable balance
          • Limited Credit - the system will watch the Accounts Receivable balance for this customer and alert you when it surpasses the amount indicated
        • Apply finance charges - when unchecked, this customer will be excluded in generation of finance charges (see AR Finance Charges).
        • Approval - will auto-fill with current logon user and date if any changes are made
      • Payments
        • Receivables - identifies the General Ledger account that this customer’s balances will be tracked in
        • Currency - accept base currency or browse for foreign currency, if enabled in Edit > Company Settings > Multi-Currency (see General Ledger - Multiple Currencies)
        • Payment Terms - select from a preset list, or   Add a new Payment Term on-the-fly from the browse list for use in this and future Customers and Orders (also accessed in Edit > Payment Terms)
          • enter a Code of up to 10 characters

                      PaymentTerms

          • enter Description of up to 60 characters
          • Days Available - if payment is posted on a date within this date range from the date of the invoice, Spire will automatically calculate a discount at the established Discount Rate
          • Days Before Due - number of days from the invoice after which it becomes passed due
            • CheckBoxCheckedBlue From End of Month to use end of calendar month of the Invoice date to calculate Due Date from
          • CheckBoxCheckedBlue Apply Discount to Net Amount - unchecked will apply the discount to the gross amount
          • CheckBoxCheckedBlue Apply Discount to Freight or not
        • see where this Payment Term is being used in the Customers / Vendors / Accounts Receivable / Accounts Payable tabs
        • Integrations tab (see also New Install / Setup - Integrations)
          • enter your EDI Provider as established through Spire Server Administration 
          • enter the Provider Code for this Payment Term that is used when uploading EDI Sale Orders 
          • option to establish these codes for many Payment Method records at once: 
            •  Tools text menu > Import 
            •  select Integration Association for Import Type


      • Bank Information - for Electronic Funds Transfer (EFT) or Wire Transfer from this customer (see AR EFT Payments)

               

       

      • CheckBoxCheckedBlue PO number required - forces entry of a PO number for this customer on a new Sales Order before it is saved
        • ensure the Customer PO is not duplicated in Edit > Company Settings > Sales Orders
      •  CheckBoxCheckedBlue Service Charge Default Exempt - makes this customer exempt from service charges assigned on an inventory item (see Inventory) - this can be changed at the time of the Sales Order
      • CheckBoxCheckedBlue Inventory Levy Default Exempt - makes this customer exempt from levy charges assigned on an inventory item (see Inventory) - this can be changed at the time of the Sales Order
      • CheckBoxCheckedBlue Sales Tax Entity Code - will appear if Avatax is active for US Sales Taxes, assign the Entity Code that identifies them as exempt from tax