Debtor accounts - Delivery address tab

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1.The Delivery address tab is the default when accessing the Action → Debtors screen.

2.Enter and / or select the following on the Delivery address tab, if necessary:

a)Delivery address, Address 2, Address 3 - Enter up to 3 address lines.

b)Postal code - Enter the postal code or zip code.

c)Country - Default is Empty. You may select the Country.

d)Message, Message 1, Message 2 and Message 3 - Enter the message for the debtor (customer / client) account. This message will be displayed on Statements printed in Reports → Reports →  Debtor → Statements.

This statement message is only applicable for the selected debtor (customer / client) account. You may also enter a global statement message to be displayed on statements for all debtor (customer / client) accounts in Setup → Documents setup - Statements tab.

e)Layout files

If no layout files have been selected for the debtor (customer / client) on this tab, the default settings as set for Invoices, Credit notes and Quotes (Setup → Documents setup) will be used.

(i)Layout file 1 - Invoice - Layout file  - If you have a specific Invoice layout file for the this debtor (customer / client), you may select it.

(ii)Layout file 2 -Credit note - Layout file - If you have a specific Credit note layout file for the this debtor (customer / client), you may select it.

(iii)Layout file 3 - Quote - Layout file  - If you have a specific Quote layout file for the this debtor (customer / client), you may select it.

f)Send documents type - This is only applicable to the E-mailPro plugin. Print document is the default. Other options are; Print document and send email or Email. To use this feature, you need to activate and purchase the E-mailPro plugin and need to set it to print to a printer.  

3.Click on the Accounting information tab to enter and select settings and accounting terms.

4.Once finished, click on the Save button. The Debtor account Form will be closed and the Debtor accounts List screen will be displayed.

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