CAS 314: How to Check for Customer Credit Terms & What to do

1 When a customer is on credit that means they hold a credit line of a certain amount on their profile. They do not pay when they pick up their order and will be billed an invoice that they will send to accounting. This Bill must be paid within their agreed time. 2 Click "Sales" 3 Click "Customers" 4 Click "Customers on credit by sales team" 5 You can search up the name of the customer or find them through which Sales Team they are assigned 6 Select which customer 7 Sales & Purchases tells you their credit limit 8 This customer has a $4,000 credit limit 9 Invoicing tells you the payment terms. This customer has to pay ten days after they are invoiced. The invoice date is really important, do not go off when the SO was created. 10 To find if they are on credit from a Sales Order, click on customer 11 It should send you to the exact same screen 12 If they are on credit and once they have the product, push the order through until the invoice is "Ready for Payment". Then email the invoice to the customer and log a note that it's been sent.