Account Maintenance

Each account can be viewed individually, and information against this account updated including issuing of invoices and statements.

From the sales ledger front page select the Accounts menu option, all the current accounts will be displayed in the accounts list on the left and the details of that account displayed to the right.

 

 

Accounts that maybe displayed in red would be ones that are overdue on their payments.

The following changes can be made to the account details:

• Account Name – the main account name that can be amended.

• Account Description – free format text box to assist in the description of the account.

• Account Class – the account class provides key information about how the account is controlled, settlement terms, maximum allowed credit limit and statement period, in addition if the account is manually or automatically matched when payments are made.

• Credit Limit – the credit limit allowed on the account.

• Account Reference – any reference the account should have.

• Account Status – displays only information about the account – the on-hold option will become ticked if charges are overdue.

• Enter / Amend Billing Details – billing details can be changed.

• Enter / Amend Contact Detail – contact details can be changed.

• Issue / Re-Issue Invoices or Statements – invoices or statements can be printed or re-printed as required