module:masterfile:client:profile
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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module:masterfile:client:profile [2015/02/24 16:59] target |
module:masterfile:client:profile [2019/11/07 16:33] (current) target |
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| * Email address – email for sending statements | * Email address – email for sending statements | ||
| * Remarks – additional notes | * Remarks – additional notes | ||
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| + | **Invoice Tab** | ||
| + | This tab shows created invoices under the client account | ||
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| + | **Payment Terms** | ||
| + | |||
| + | * DP Requirement – assigned PI percentage as down payment needs to be collected to proceed with delivery | ||
| + | * DP Remarks - notes on down payment | ||
| + | * Default Payment Terms - assigned payment terms for the client | ||
| + | * Hold Order - yes or no option, yes option prevent deliveries and new PI related to the client | ||
| **Maintaining Client Master File Profile:** | **Maintaining Client Master File Profile:** | ||
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| Billing information is required for invoicing. Information should be accurate before giving accounting department an instruction to make sale invoice. | Billing information is required for invoicing. Information should be accurate before giving accounting department an instruction to make sale invoice. | ||
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| + | Follow this link to see [[module: | ||
module/masterfile/client/profile.1424768368.txt.gz · Last modified: 2015/02/24 16:59 by target
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