Set-Up Section This section includes the fields and descriptions for the Set-Up section workspaces. Related Topics:Customer Information Card Single Dialogs Workspace Use this workspace to enter and maintain information about your customers, such as name, address, and general information used to process customer sales orders. Payment Information Single Dialogs Workspace Use this workspace to maintain financial information about your customers, including payment terms, credit limits, and interest and reminder information. Company Specific Customer Information Card Single Dialogs Workspace Use this workspace to enter and maintain information about your company-specific customers, such as name, address, and general information used to process customer sales orders. Company Specific Payment Information Single Dialogs Workspace Use this workspace to maintain financial information about your company-specific customers, including payment terms, credit limits, and interest and reminder information. Customer Discount Agreements Single Dialogs Workspace Use this workspace to maintain customer discount agreements. Fixed Exchange Rates Information Workspace End Users Single Dialogs Workspace Use this workspace to maintain information about end users. An end user is a customer with whom you have no direct sales contact, but who buys from you through one of your customers. Customer Budgets Single Dialogs Workspace Use this workspace to enter and maintain monthly revenue budgets for customers, which is the amount of revenue expected from the customer. Customer Level Setup Single Dialogs Workspace Use this workspace to build a customer hierarchy, which you can use for many purposes. Interest Charge / Reminder Principles Single Dialogs Workspace Use this workspace to enter and maintain interest charge/reminder principles. Reminder Text Groups Single Dialogs Workspace Use this workspace to group reminder texts according to wording or severity. Reminder Texts Single Dialogs Workspace Use this workspace to create reminder texts, which are used in reminder letters that Maconomy sends to customers to prompt them to pay outstanding invoices. Parent Topic: Accounts Receivable Overview HomeAccounts Receivable OverviewSet-Up Section
Set-Up Section This section includes the fields and descriptions for the Set-Up section workspaces. Related Topics:Customer Information Card Single Dialogs Workspace Use this workspace to enter and maintain information about your customers, such as name, address, and general information used to process customer sales orders. Payment Information Single Dialogs Workspace Use this workspace to maintain financial information about your customers, including payment terms, credit limits, and interest and reminder information. Company Specific Customer Information Card Single Dialogs Workspace Use this workspace to enter and maintain information about your company-specific customers, such as name, address, and general information used to process customer sales orders. Company Specific Payment Information Single Dialogs Workspace Use this workspace to maintain financial information about your company-specific customers, including payment terms, credit limits, and interest and reminder information. Customer Discount Agreements Single Dialogs Workspace Use this workspace to maintain customer discount agreements. Fixed Exchange Rates Information Workspace End Users Single Dialogs Workspace Use this workspace to maintain information about end users. An end user is a customer with whom you have no direct sales contact, but who buys from you through one of your customers. Customer Budgets Single Dialogs Workspace Use this workspace to enter and maintain monthly revenue budgets for customers, which is the amount of revenue expected from the customer. Customer Level Setup Single Dialogs Workspace Use this workspace to build a customer hierarchy, which you can use for many purposes. Interest Charge / Reminder Principles Single Dialogs Workspace Use this workspace to enter and maintain interest charge/reminder principles. Reminder Text Groups Single Dialogs Workspace Use this workspace to group reminder texts according to wording or severity. Reminder Texts Single Dialogs Workspace Use this workspace to create reminder texts, which are used in reminder letters that Maconomy sends to customers to prompt them to pay outstanding invoices. Parent Topic: Accounts Receivable Overview HomeAccounts Receivable OverviewSet-Up Section