--- title: CUSTOMERS - Billing Tab description: Customer Statement and Invoice printing options / Sales discount / Credit settings / Currency / Payment Terms / EFT Settings / PO monitoring / Surcharge and Levy Exemptions --- [Skip to content](https://cs.geminilogic.com/en/manual/customers-billing-tab#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#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](https://cs.geminilogic.com/hs-fs/hubfs/CustomerBillingTab.png?width=662&height=467&name=CustomerBillingTab.png)** - **Account Information** - displays Accounts Receivable summary aging![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-02-17-33-PM.png) - **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.![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-02-34-94-PM.png) - 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](https://cs.geminilogic.com/en/manual/customers-billing-tab#ARFinanceCharges)). - **Approval** - will auto-fill with current logon user and date if any changes are made - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-03-43-84-PM.png)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![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-04-10-43-PM.png) (see [General Ledger - Multiple Currencies](https://cs.geminilogic.com/en/manual/general-ledger-multiple-currency?hsLang=en)) - **Payment Terms** - select from a preset list, or ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-04-38-72-PM.png)  **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](https://cs.geminilogic.com/hs-fs/hubfs/PaymentTerms.png?width=327&height=287&name=PaymentTerms.png) - - - 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](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) From End of Month** to use end of calendar month of the Invoice date to calculate Due Date from - - - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Apply Discount to Net Amount** - unchecked will apply the discount to the gross amount - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Apply Discount to Freight** or not - see where this Payment Term is being used in the **Customers** / **Vendors** / **Accounts Receivable** / **Accounts Payable** tabs - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-05-32-02-PM.png)Integrations tab** (see also [New Install / Setup - Integrations](https://cs.geminilogic.com/en/manual/installation-setup-integrations?hsLang=en)) - 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** ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-08-43-11-PM.png) - **Bank Information** - for Electronic Funds Transfer (EFT) or Wire Transfer from this customer (see [AR EFT Payments](https://cs.geminilogic.com/en/manual/customers-billing-tab#AREFTPayments))          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-09-42-93-PM.png?width=220&height=128&name=image-png-Jul-31-2022-09-09-42-93-PM.png)   - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) 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](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** **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](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** **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](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** **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 - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en) - 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