To Enter Financial Information

To Enter Financial Information (6415)

• The Tax Status sets the sales tax level on transactions with this customer.
• Resale Number may be needed if a customer will resell items. Generally, transactions with resellers aren't subject to sales tax.
• Receivables Category specifies which category applies to invoice balances for this customer.
• Income Category specifies which category applies to sales made to this customer.
See "Setting Customer Preferences" at the end of this chapter for more detailed information about these settings.

To enter financial information:
1. Click the Customer History tab in a Customer Card.
2. Enter or change financial information.