Next Generation - Populate the Settings Tab for a customer record

The Settings tab, you can set up transaction defaults, bank details, and currency information for your customer.

Note: If you do not have security profile permission to edit customer records, you will not be able to populate the details on the Settings tab.

Populate the settings tab for a new customer

Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Click + New Record at the top right hand-side of the Supplier Records screen.
Click on the Settings tab and enter the relevant details and once you are done, click Save.

The Settings tab contains seven different sections which are:

Defaults and VAT
Transaction Defaults
Bank Details
Direct Debits
Information
EDI
Head Office
Email Templates

Populate the Settings tab for an existing customer

Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
In the Code or Name column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.
Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Settings tab and enter the relevant details and once you are done, click Save.
Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.

The Settings tab also contains the Contra Settings section which is only available once you have saved a new customer or are editing an existing one.

Defaults and VAT
Transaction Defaults
Bank Details
Direct Debits
Information
EDI
Head Office
Email Templates
Contra Settings

Each section is explained below

Section	Description
Defaults and VAT	In the Defaults and VAT section, you have three options: Home EU Non-EU Select the correct VAT Type for the customer by clicking on the desired record from the from the VAT Type list. For more information on creating an any currency customer, follow our article on an any currency customer or you can create a currency customer. If you select EU State, you need to select the Country from the country list or alternatively type in the country name. This list is hard coded in your database and cannot be changed. Once you have assigned a country to a customer record, and you then use the customer on transactions, you will not be able to change the country. You can also select the Intrastat defaults for your customer record. If you select non-EU State, the country list displays all non-EU State countries available in your database. Both EU and non-EU State country records are created within System Options module. The selection that you make for both scenarios are used to validate the VAT rates entered on transactions for this customer and also allows you to be able to select the correct Sales and Bank Analysis. You can only select a valid VAT code. For a GBP VAT customer all non-EU VAT codes are valid. For an EU VAT customer all codes are valid expect VAT codes X and Y exist as default records in every database. For a non-EU VAT customer all non-EU VAT codes are valid. You can only select valid sales analysis records. All active sale type analysis records that match the customer currency are valid. When using an Any Currency customer, all active sales type analysis records of all currencies within your database are valid. You can only select valid bank analysis records. All active bank type sales analysis records that match the customer currency are valid. When using an Any Currency customer, all active bank type analysis records of all currencies within your database are valid.
Transaction Defaults	You can optionally select or enter a Sales and Bank Analysis which records your sales to this customer. The analysis set on the customer pulls through as default to all your Sales Transactions. You can also optionally select or enter a VAT Code for this customer. The VAT code set on the customer pulls through as default to all your Sales Transactions. Leaving these fields blank results in the system default being pulled through for the Transactions. You can only select valid analysis records. All active Bank type sales analysis records that match the customer currency are valid. When using an Any Currency customer, then all active bank type analysis records of all currencies within your database are valid.
Bank	You can record the sort code, account number, account name, and bank name. Additionally, you can record a BACS reference, IBAN number, and SWIFT or BIC code. IBAN Number - IBAN is earlier than SWIFT/BIC and is covered by a separate ISO Standard. SWIFT/BIC Code - These are ISO standard formats that are unique identifiers for international financial institutions.
Direct Debit	Only available where your Financials is integrated with the Direct Debit Module. Collection Type - Defaults to Auddis, but you can change it to Sepa. Days to Elapse - Pulls through default if one set up, otherwise blank. Status - A list of Direct Debit statuses defaulting to No Direct Debit. Mandate ID / Date of Signature - Insert as appropriate once the instruction has been set up.
Information	This section is set up for communication purposes and you are also able to set a customer to be Inactive by toggling the Inactive buttons from No - default, to Yes. You won't be able to set a customer to be inactive if they have transactions saved in the batch.
EDI	EDI stands for Electronic Data Interchange. EDI is a standard electronic format that replaces paper-based documents such as purchase orders or invoices. By automating paper-based transactions, organisations can save time and eliminate costly errors caused by manual processing.
Head Office	The Head Office set up allows you to Invoice a Head Office for an order that has been placed by a Sub Office.
Email Templates	There are standard email templates defined when a new database is created. You are able to add new ones within the System Module which is permission driven. You can set the email template for the following: Sales Order Invoice Statement Sales Invoice or Credit Note Sales Order Confirmation If your database has several templates set up for each option, you can select the relevant one from the drop-down list.
Contra Settings	The Contra Settings section only becomes visible once you save a customer, or if you're editing an existing one. It won't be available when creating a new customer. You can use the Contra Settings when you have a customer who also buys from you and you wish to offset any money owed by this customer against money that you owe them. To set up a contra relationship between a supplier and a customer, you have to have existing supplier records in the Creditors or Purchase Ledger module. For more information on how to link a customer to a supplier record, follow our article on customer and supplier relationship.

Next Generation - Create a currency customer

Next Generation - Create a currency supplier

Next Generation - Create an any currency customer

Next Generation - Create an any currency supplier record

Next Generation - Populate the Settings tab for a supplier record