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module:masterfile:client:profile [2015/05/29 17:19] 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 | ||
+ | |||
+ | **Invoice Tab** | ||
+ | This tab shows created invoices under the client account | ||
+ | | ||
+ | **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:** |