Options Tab


Fields and options in the Options tab include:

Tax Exempt

House Account Customer

Indicates whether the customer is tax exempt.

Indicates whether the customer may use a store charge or house account.

Never Send Statement

Hide Contact Information

Indicates whether the customer should receive statements of account.

Hides customer contact details throughout Edge to protect customer privacy. For more information on working with this feature, see the section entitled Hidden Contacts.

Tax ID#

The customer’s tax identification number.  If you mark a customer tax-exempt, this is required and cannot be overridden. 

Special Interest Rate

Specifies a special house account interest rate for this customer.  This overrides the interest rate set in System Options.

Minimum Payment

The minimum payment for the customer’s house account.

Credit Limit

The credit limit for the customer’s house account.

enlightenedFor couples, all values will be shared for both parties except Tax Exempt and Tax ID.

 

Updated on Fri, 30 Jul 2021 by Angela Chiaravalle

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