• Overview
    • What's New in Sage 50
    • Getting Started
  • Accounts
    • About Accounts
    • Creating an Account Record
    • Account Record Settings
    • Checking the Validity of Accounts
    • Reconciling an Account
    • Importing an Online Statement
    • Consolidated Companies
    • Account Departments
    • Banking
  • Transactions & Reporting
    • Sales (Money In)
    • Purchases (Money Out)
    • Payments (Money In and Out)
    • Inventory & Services
    • Projects & Tracking
    • Reports
    • About Forms
  • Employees
    • About Employees
    • Create an Employee On the Fly
    • Creating an Employee Record
    • Employee Records
    • Employee and Payroll Settings
    • Payroll
    • Employee Entitlements and Benefits
    • Time and Billing
    • Government Forms
    • Processing Payroll
  • Settings
    • Settings Window - Company
    • Settings Window - General (Accounts)
    • Customer and Sales Settings
    • Vendors and Purchases Settings
    • Employee and Payroll Settings
    • Inventory & Services Settings
    • Project and Budget Settings
  • More
    • Renew Your Sage Business Care Gold or Payroll Subscription
    • Learn about Credit Card Processing for Customer Payments
    • Microsoft Office 365 Integration
    • Mobile Invoicing with Sage One
    • Sage Drive
  • All Files

Customer and Sales Settings

Learn about the different settings for customers and sales in your company.

Calculate Customer Early Payment Discounts Before Taxes

Add, Change, or Remove Default Messages on Invoices, Orders, or Quotes

Change the Terminology Used for Customers and Sales

Connect to Invoice Payments

Change the Aging Period for Customers

Include Paid Invoices on Customer Statements

Set Up Form Options for Customer Statements

Set up Interest Charges for Late Customer Payments

Set Address Defaults for New Customers or Vendors

Add, Change, or Remove the Linked Bank Account for a Currency - Sales

Settings Window - Customers & Sales

Published: June 27, 2019
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