Financial

Roll cursor over data fields below for more info

Overview-Displays customer financial information.

Account Balance- Displays the customers current balance, taking into account all outstanding invoices and any credits that may be pending.

Payment terms- Select the payment terms for this customer. Right click on the down arrow to add or edit terms.

Payment information- Enter the customer's credit card information.

Add New- Click to add new credit card or to save currently displayed card

Charge- Use an integrated processor to save a new credit card for this contact. Requires optional online processing account. Contact ACESoft on how to purchase the service.

Edit credit card info- Populates the dialog with information from the selected card for editing.

Remove- Removes selected item from the list.

Identification- Cardholder's identification.

Billing address- Billing address associated with the selected credit card.

Address- Select billing address for credit card from list of contact locations.

Financial History- Opens customer register showing list of all transactions and a running balance.