Customer Categories
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The Sales Tax Collected Category applies to sales tax amounts you collect from Customers. Postings are created for this category when you generate Invoices that have a sales tax amount. Its Account Type should be Current Liability.
The Discounts Allowed Category applies to discounts given to Customers (usually for prompt payment). Its Account Type should be Cost of Goods Sold.
The Default Income Category applies to sales made to Customers. It is automatically inserted into the Income Category when you create new Customer Cards. Different Customers can be assigned different Income Categories. Postings are created for this Category when you generate Invoices or Miscellaneous Sales. Its Account Type should be Income.
Default Other Charges applies to amounts entered in the Other Charges field of Invoices. Postings are created when you generate Invoices that have an Other Charges amount according to the definition of the Other Charge selected. Use the Show List option to define Other Charges. Account Types should be Income.
The Finance Charge Category applies to finance charges accrued by Customers. Its Account Type should be Income.
The Default Receivables Category applies to unpaid Customer balances from Invoices. It is automatically inserted into the Receivables Category when you create new Customer Cards. Different Customers can be assigned different Receivables Categories. Postings are created for this Category when you generate Invoices, Miscellaneous Sales, or Receive Money from a customer. Its Account Type should be Current Asset.
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