The Options tab contains a variety of options for this customer.
Fields and options on the Options tab include:
| Tax Exempt |
Marks this customer as tax exempt. |
| Tax ID # |
The customer's tax ID #. |
| Hide Contact Information and Activity |
Hide the customer's contact methods and sales activity. Only associates with the 'See hidden customer contact information' permission will be able to view them. |
| House Account Customer |
Check to allow this customer to charge payment to a house account. |
| Special Interest Rate |
Specifies a special house account interest rate for this customer. Overrides the default interest rate set in System Options. |
| Never Send Statement |
Check to never generate a statement for this customer's house account. |
| Minimum Payment |
The minimum payment due when this customer has a house account balance. Overrides the default payment due set in System Options. |
| Credit Limit |
The credit limit for the customer's house account. |
NOTE: For couples, all values on this tab are shared except for Tax Exempt and Tax ID.