Enter the Customer's payment details
Important: Additional currencies are an optional add on, for more information on additional currencies please reach out to the Helpdesk
Select the currency you sell to this Customer and add their details
1. Select the Currency/Price List you will be selling to this Customer in
2. Bank Details will set to your default entry for that currency, according to your settings. You can select a different one if required. You can set up to three different ones per each currency in your settings.
3. Tick this box in order to apply Sales tax to this customer's future orders, proformas, and invoices:
***If the default Delivery Country (or Store Country when that’s also used for delivery) is the same as your account country and the ‘VAT applicable’ option has not been selected; the above amber warning will show.
4. When required, input your customer's VAT NUMBER (remember to include the country code).
Click the grey button for Zedonk to run an online check of this number. When successful, you will see the validation message below the field as shown above.
5. Enter your Customer's EORI Number here
6. Select PAYMENT TERMS from a list you have created in your settings. Alternatively you can select 'Special (Below)' and input the payment terms.
7. Input the PAYMENT DUE DAYS. This will calculate the invoices due date from the date of invoice.
8. Input a trade discount if you agreed to one with this customer.