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Fastbase Accounting System - Online Manual

Customer Preferences

Document 103050/1

Entered Tue, 1 Apr 2003 14:23 by Peter Campbell
Updated Mon, 16 Jun 2008 14:02
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Invoice Print Type:
This option determines how invoices are printed for this customer during the normal invoicing of orders and the weekly or monthly invoice runs that your company may do (see Printing Invoices and Credits).

The options available include:

Normal (always print invoices)
Normal (email invoices)
Normal (print & email invoices)
Cash Sales (option to print at time of sale only)
Running Invoice Only

Invoice Email Address:
If you have selected to email the customer their invoices then you need to specify the email address. By default FastBase will send the statement to the email address specified on the Customer Details page if one isn't entered here.
Currently invoices are only emailed when they are printed via the Processing menu option: Printing Invoices and Credits.

Print Statement?:
You can select to print statements (Yes, print), email statements (Yes, email), both (Yes, print & email) or suppress them (No, suppress).
Statements are automatically suppressed for sub-accounts.
See Print Customer Statements for more details.

Statement Email Address:
If you have selected to email the customer statement then you need to specify the email address. By default FastBase will send the statement to the email address specified on the Customer Details page if one isn't entered here.

Sending customers their invoices and statements via email will save you time and money as no printing or posting of these documents will be required. We recommend that you give all of your clients this option.

Form Flags - Packing Slip Form:
Only if this customer uses an alternative packing slip from everybody else should you make any selection here. See Utilities - Stationery Layouts for more details.
This option is suppressed at the moment, under review.

Order No. Required:
Enter "Yes" to force entry of an order number during invoice and sales order entry.

Main Courier:
Select the customer's preferred courier here if required. The courier entered here will appear as the default courier on any invoice or sales order created for this customer.

Charge Freight:
Enter "No" to disable entry of freight on all invoices and sales orders, this should be set to "No" for all customers that aren't charged freight. A freight value can still be entered if really required.

Fixed Freight Cost:
If the customer is to be charged a fixed amount of freight enter this value here. The value will be the default freight value during invoicing or sales order entry (for the first packing slip only).
If the default delivery method is changed however the system will still prompt the user to change the freight charge.
The user can still manually override the freight charge to the customer.

Privacy Requested:
Enter "Yes" if the customer wishes to keep their financial information private. At present this field has no purpose other than to record their preference.