Sales Ledger Help
This form is opened from the Action button on the Sales Ledger - Credit Management form when the Accounts tab is open. It is available only when one customer account has been selected either by using the (Un)Tick option on the Action menu or by clicking the record in the grid.
You can enter various details that rate the credit worthiness for the selected customer. This includes the company registration number, credit rating and credit score (for example from online credit checking companies), 'last checked on' date as well as any notes you need to keep.
Box |
Description |
|---|---|
Company Registration Number |
Each company in the United Kingdom that is registered with Companies House is allocated a unique number. This number can be entered here. |
Credit Rating |
Your number evaluation of the credit worthiness of the selected customer. |
Credit Score |
Your textual evaluation of the credit worthiness of the selected customer. |
Checked On |
The date that these details were last evaluated. |