Credit/Debit Note Entry — Customer Tab

Use this tab to specify:

• The ship-via method for additional shipments.

• The tracking number for shipments.

• 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 return, credit note, or debit note.

• The customer account set.

Click these buttons for more help:

 

Finder

Drop-Down Lists

Click the following links for information about the other tabs in the Credit/Debit Note Entry form:

 

Credit Note/Debit Note	Taxes	Retainage	Optional Fields
Sales Split	Rates	Totals

See also

 

Printing credit notes

Credit/Debit Note Entry — overview