Chapter 103 Customer Credit
Big Business lets you set Terms and Credit Limits to help you control customer credit.
Big Business manages Customer Balances and Due Dates and includes:
• Warning or Preventing new entries for Credit Hold
• Generating Statements, Finance Charges, Discounts
• Reporting Accounts Receivable and Customer Agings
This Chapter will provide detail for each feature to help keep your receivables on time.
Terms Access
Terms Access lets you set access for an employee to customer credit tools such as Credit Hold, which can be used a checkbox on Customers Search or Customer History.
Without All Access or Terms Access the employee will not be able to change Terms. Terms settings include Terms, Credit Limit, Credit Hold, and Credit Hold Days.
Ship-To Freight
Ship-To Freight changes the Freight Terms when changing Ship To by clicking Other.
In the picture, Other is clicked in Ship To and shows Live List, preset in Dialog Prefs. Double-clicking Ed in Live List dialog selects him as Ship To and sets Freight Terms.
Live List includes Filters to handle 100's of Ship To's. Clicking Edit in Live List dialog goes to the full Contact card to access History tab with presets such as Freight Terms.