The Account object serves as both a Customer and Vendor in Accounting Seed. To setup a new record simply navigate to the Account Tab and click the new button.
 
 
Summary of Steps:
  1. Navigate to the Account Tab and click the "New" button
  2. Set the Accounting Type as "Customer" or "Customer and Vendor". (The Accounting Active checkbox will automatically change to checked when the type is set)
  3. Enter any of the optional Fields below
  4. Click "Save"

Customer Field Descriptions:

Billing Contact/Address
Flows through to the Billing and will be default email contact when emailing billings
 
Shipping Contact/Address
Will flow through to the customer invoice PDF and to a Drop Ship Purchase Order
 
Billing Terms Name
The text you want to appear to represent the billing terms. Example "Net 30".

Billing Days Due
The number of days from the billing date that the invoice is due within: Example "30". This is used to default the due date when creating Billings. Note: this updates the due date upon creation of a billing. If the billing date is edited after creation, the due date will not update automatically. 
 
Billing Discount Days Due
The number of days from the billing date that the customer would have to pay within to get a discount: Example: "10". Used in calculating payment discounts.

Billing Discount %
The percent discount the customer will receive if they pay within the number of days entered in the Billing Discount Days Due field: Example "2" would give a discount of 2%

GL Account 1-4
Values that will automatically populate on the Opportunity Product, Billing, Recurring Billing, Cash Receipt, and Journal Entry. These values can be edited if necessary on specific line items. 
 
File Import Match Name
This works in conjunction with the Bank Direct Connect. If the bank/credit card statement shows a description that doesn't match with the account name, then enter that description here so that it automatically maps in the Bank Direct Connect screen. 
 
Alternate Account Name
If populated, this will flow to the customer invoice PDF. This is useful in a multi-company environment if duplicate customers are setup with the account name "Coca-Cola Company A", but the name that flows to the customer PDF is just "Coca-Cola". 
 
Outstanding Statement Format
Overrides the default value set in Accounting Settings when sending an Outstanding Statement for this specific customer.
 
Activity Statement Format
Overrides the default value set in Accounting Settings when sending an Activity Statement for this specific customer.
 
Billing Format
Overrides the default value set in Accounting Settings when creating a Billing for this specific customer.
 

Please Note:

The Account object serves as both a Customer and Vendor in Accounting Seed. 

 
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