Add AR accounts
This topic describes how to add AR accounts (company or person) in Store Manager.
Click Customer.
Click Account.
Do one of the following:
To add a new account, click New.
To edit an existing account, select it and click Edit.
To copy an existing account, select it and click Copy.
On the General tab, enter the following information:
Number
The AR account number. Store Manager can automatically generate the AR account number based on the number series you defined, or you can enter AR account numbers manually.
Type
The type of AR account. Select one of the following:
Company
Person
Full Name
The full name of the account owner.
Tip: Click the Full Name button to include a title, middle name, or suffix like Jr.
Job Title
The job title of the account owner.
Company
The full name of the company.
Name
The Name field is editable. It is pre-populated with the name that you entered into the Full Name field.
Role
This field is read only. It is based on the AR account type.
Account Group
The account group the account is assigned to.
Account Manager
The account manager assigned to the account.
Status
The status of the account.
Balance
This field is read only. It shows the current balance of the account, including purchases since the last invoice and all unpaid invoices.
Balance Due
This field is read only. It shows the balance due on all unpaid invoices.
Credit Limit
The account's credit limit. Store Manager and POS will block purchases if they will result in an account balance that exceeds the credit limit.
Closing Date
This field is read only. It shows the closing date of that last billing cycle. If the account is new, this field is blank.
Closing Balance
This field is read only. It shows the account balance at the time the billing cycle was closed.
Date Opened
This field is read only. It shows the date the account was created.
Last Updated
This field is read only. It shows the last date the account was updated.
On the Communication tab, enter the following information:
Address
The street address of the billing address.
City
The city of the billing address.
State
The state of the billing address.
Zip
The postal code of the billing address.
Country
The country of the billing address.
Phone Number
The phone number to use for billing inquiries.
Mobile Number
The mobile phone number to use for billing inquiries.
Fax Number
The fax number to use for billing inquiries.
The e-mail address to use if emailing statements.
Home Page
The URL of the business' web site, if applicable.
On the Billing tab, enter the following information:
Billing Account
Leave this field empty if this AR account is the billing account, and statements should be sent to the account holder using the billing information on the General and Communication tabs.
If this AR account is not the billing account (i.e., statements should be sent to another AR account holder), click the browse icon and select the appropriate AR account for billing. For example, if this AR account is a person AR account, but statements should be sent to a company AR account, then select the company AR account.
Credit Limit Check
Which credit limit to apply when purchases are made on this AR account.
For example, if this AR account is a person AR account, but statements are sent to a different billing account (i.e., a company AR account), you can select Customer to apply the credit limit in the person AR account, Account to apply the credit limit in the company AR account, or Both to apply the credit limits in both the person AR account and the company AR account.
Note: If the field background is gray, this means the value is controlled at the account group level.s
Payment Terms
The payment terms for account balances.
Finance Charge
The finance charge for unpaid account balances.
Last Statement
This field is read only. It shows the date the last billing statement was created.
Customer Balance
This field is read only. It shows the current account balance.
On the Options tab, enter the following information:
Application Method
Select one of the following:
Manual: Manually select the ledger entry to apply the adjustment to, usually the oldest entry.
Apply to oldest: Automatically apply the adjustment to the oldest ledger entry.
Type
The statement type to use for invoices.
Delivery
The delivery method for invoices. Select one of the following:
Print
E-Mail
The e-mail address to send invoices to if the delivery method selected is e-mail.
On the Notes tab, enter any notes related to the account.
Click Save And Close.
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