Customers > Accounts Receivable tab

Alerts and notices

Use the Accounts Receivable tab to specify the customer's beginning balance, default information to include on invoices, and account status information.

Choose Setup > Customers and then click the Accounts Receivable tab.

Fields & buttons

The read-only Amount field displays the total beginning balance for the customer, as entered in the Beginning Balance dialog. Click the Ellipsis button button to open the Beginning Balance dialog.

Note: The application does not post historical (beginning balance) items to the general ledger. However, these items are available for AR reports.

Specify the default information to include in invoices for this customer.

  • Accounts receivable. Select the default account to use on invoices for this customer. The drop-down list includes all GL accounts set up for this client and defaults to the GL account selected in the Accounts Receivable tab of the Clients screen.
  • Payment term. Select the default payment term to use when calculating due dates and discount dates. The drop-down list includes all payment terms set up in the Payment Terms screen.
  • Finance charge. Select the default finance charge to apply to this customer's account for late payments. The drop-down list includes all finance charges set up in the Finance Charges screen.
  • PO #. Enter the default PO number for this customer.
  • Shipping item - Select the default shipping item to use for this customer. The drop-down list include all Shipping items set up in the Invoice Items screen.
  • Sales tax item. Select the default Sales tax item to use for this customer. The drop-down list includes all Sales tax items set up in the Invoice Items screen.
  • Message. Enter text (up to 1,000 characters) to print on customer invoices. For example, "We appreciate your prompt payment." Depending on the length of the message, you may want to click the Ellipsis Ellipsis button button to open the Message dialog, where you can enter and view the text in a separate dialog that includes spell check functionality.

Use the fields in this section to specify a credit limit for this customer or to put the customer's account on hold. If you mark the Prompt when credit limit is met or exceeded checkbox, Accounting CS will display a message prompt when the customer meets or exceeds their credit limit.

If you mark the Credit hold checkbox for a customer, you can also enter an explanation for the credit hold. If you attempt to enter an invoice for a customer whose account is on hold, Accounting CS displays a message prompt informing you that the customer's account has been placed on hold and giving you the option to continue. Accounting CS will allow you to enter transactions for that customer.

Note: The vertical green line next to the Explanation field indicates that it is a custom fieldview. Custom fieldviews enable you to define the items that are included in the drop-down list for those fields. Enter text in a custom fieldview and Press CTRL+S to save that entry to the list. Or press CTRL+W in any custom fieldview to open the Custom Fieldview Editor.

Related topics

Accounts Receivable service, overview

Setting up accounts receivable customers

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