VC Invoice Step-by-Step

Configuring The Program

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Inputting Records into Customer Maintenance

Adding Customer Records

Clicking on the Customer button under the Maintenance and Settings Frame will lead you to the following screen.

We are going to add a new Customer Record.

Click the Add button to start entering customer details.

Customer Name: Enter your Customer's name here.

Title: You can double click on the Title box and pick a Title from the list.

If what you are looking for is not in the list, type it into the box and it will be available the next time you enter a new customer.

If the Customer you are inputting is a Company, leave Title box blank.

Physical Address: Type the Customer's Physical Address here.

City: Type the city where the Customer lives.

Postal Address: Type in the Customer's Postal Address.

Postal Code: Type the Postal Code used by the Customer's Postal Address.

Telephone Number: Type the Client's Phone Number.

Country: Type in the Country in which the Client resides.

Contact Name: Type the name of the Person who represents the client.

FAX Number: Type the Client's FAX Number.

Cell Number: Type the Client's Cellular Number.

Email Address: Enter the Client's Email Address in this box.

Comments: Here you type in any extra info regarding the customer. e.g. Kind person etc.

Discount Qualifier?: If the Customer is eligible for a Discount, click and select Yes from the list.

When you make an Invoice/Quotation/Standby Sale for this customer, the program will ask if you want to give them a discount on that Invoice/Quotation/Standby Sale. This will appear on the Invoice/Quotation/Standby Sale.

If you don't click on Yes for that Customer to receive a discount, They will never receive a Discount or know that you give discounts to Clients until you edit their Customer Record. Discounts won't appear on the Invoice/Quotation/Standby Sale. 

How Much Discount?: Here you type the Percentage of the Discount you want to give.

The minimum is 1%. 0% or blank are not accepted. You can Overwrite the Discount Percentage when making the Invoice, but it won't be saved for the next Invoice for that Customer.

Sales TAX: By default the program will use the percentage declared in General Settings,

but if this particular customer uses a different percentage of Sales Tax, just overwrite it with another percentage value in the Sales TAX box.

Example: 0% Sales Tax

Credit Qualifier?: If the customer qualifies for Credit, click and select yes. Every time a Sale is made for this customer, the program will ask if you want to use the available Credit for that Sale. If you do not want to give the customer Credit, simply click on the box and select No. They then will never receive Credit for their purchases until you make changes to this box.

How Much Credit?: The amount of Credit the customer can use. If the total amount of the purchases exceeds the Credit, the Sale will not be processed. You will have to redo the sale without the Credit.

Total Spending: The Total Amount of Money the Client has

spent buying goods from you.

  This is calculated automatically by the program and is not editable.

Total Debit: The total amount of money the Client owes you.

This is calculated automatically by the program and is not editable.

Debit Payments: How much is still owed to you. When the Client

Customer VAT Number: If the Customer has a Sales TAX number, it can be typed here.
It will be printed on Invoice, below the Customer details.

To save your new addition, click the Save Add button.

Then click the Yes button to continue or click the No button to return.

The new Customer Record is now added.

Next Page (Configuring The Program: Editing Existing Customer Records)

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