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Este texto se hace referencia a la versión del programa 6.2  

Payment Terms

You can assign different terms of payment to your Quotations (for example, 30, 60 or 90 days, or cash). Use this setting to define the Payment Terms that you will then use in Quotations. You can also assign a default Payment Term to each Customer.

Use the [Module] button in the Master Control panel to ensure you are in the Contact module and then click the [Settings] button, also in the Master Control panel (or use the Ctrl-S/⌘-S keyboard shortcut). Double-click 'Payment Terms' in the resulting list. The 'Payment Terms: Browse' window is opened, showing all Payment Terms previously entered.

Double-click a Payment Term in the list to edit it, or add a new term by clicking the [New] button in the Button Bar.

Code

Enter the unique code by which the Payment Terms record is to be identified from elsewhere in Standard CRM. The Code can consist of one or two characters, and you can use both numbers and letters.

Text

Here you enter the name for the Payment Term as it will be shown in the 'Payment Terms: Browse' window and the 'Paste Special' list.

Confirm the entry by clicking [Save].

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Settings concerned with Customers, Suppliers and Contact Persons:

• Introduction
  

• Classification Types
  

• Contact Classifications
  

• Customer Categories
  

• Delivery Addresses
  

• Delivery Modes
  

• Delivery Terms
  

• Info on Customer Status Report
  

• Job Descriptions
  

• Normalized Phone Numbers
  

• Payment Terms
  

• User Defined Fields - Contacts

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard CRM manual

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