Terms Frequency

In the Terms Frequency form allows you to setup the frequency for the payment terms for customers. Terms are the method for payment that you can assign to each of your customers.  This form can be opened from the Customer form > Setup tab > click the ellipse button in the Frequency field.

Field Descriptions

The Frequency field is a description name field used to describe the frequency for billing. This will appear in the frequency combo box on the Customer form. An example might be "Monthly DSL", "Monthly Dial up" or "Yearly DSL".

The Period field is used to select how often the frequency is run, or used. Examples are monthly, bimonthly, etc.

In the Rate is a read-only field that displays how many months are in the selected period.

The Duration is an optional field where you enter the span of days for the frequency. Example: "6/1/2001 to 12/31/2001" If the terms frequency is assigned to a customer, the duration will appear in the notes field of any sales transaction for that customer.

The Run Date is an optional field where you manually enter the date the last frequency was run.

The Sort buttons provide you with a way of sorting the way the Terms Frequency is displayed in this form and the Frequency combo box in the Customer form.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, printing or saving.

The New button will move your cursor to a new line where you can add a new record.

The Save button will save the selected record.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Print button will open the Terms Frequency Preview, which allows you to review and print.

The Export button will allow you to export the search results to your desired file type namely: HTML, PDF, RTF, Text and Excel.

The Close button will close the Terms Frequency form.

Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.