Invoice Entry — Customer Tab

Use this tab to specify:

• The shipping method from the shipment (editable on the invoice).

• The tracking number if shipped by courier or registered mail.

• An optional FOB (free-on-board) location.

• An optional territory code.

• Whether the customer is eligible for discounts or special pricing (the customer type).

• The price list to use to select prices for item details.

• The tax group for the invoice.

• The customer account set.

• The code that identifies the payment terms for the invoice.

• The invoice due date.

• A discount date, discount percent, and discount amount (if any).

• A payment schedule for customers who are making a series of payments over time.

Click these buttons for more help:

 

Finder

or Zoom

Drop-Down Lists

For information about another tab, click its name:

 

Invoice	Taxes	Retainage	Optional Fields
Sales Split	Rates	Totals

See also

 

Customer Ship-To Address form

Invoice Entry — overview