1.The Delivery address tab is the default when accessing the Debtors from the Action ribbon.debtors-delivery-address-tab

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 → Debtors → Outstanding menu on the Reports ribbon.

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 Documents setup - Statement setup tab on the Setup ribbon.

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 (Documents setup on the Setup ribbon) 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.