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.
You can change payment information for only one customer at a time.
To set up new customers, use the Customer Information Card workspace or the Company Specific Customer Information Card workspace.
If you change any information in the Payment Information workspace, Maconomy updates the Updated by, Date (of the change) and Version fields in the User island on the Customer Information Card.
If you create a customer using a particular linking rule, the setup of that linking rule determines which information Maconomy copies to the new customer and whether this information should be changeable. The ability to enter, change, or view a value in each field depends on the setup of the linking rule that you assigned to the customer, if any. For more information about linking rules, see the description of the Linking Rules workspace in the Set-Up module.
It is recommended that you print and file the payment information each time that you change it in this workspace or in the Customer Information Card workspace. You print the current payment information by using the Print This action in the File menu.