The left side of the Money screen displays the billing detail, including the item total, shipping and handling, and tax.
1 Bill Delayed Items Now. This check box, available when you create a back order or a future ship order, allows you to bill all items immediately rather than wait until they are fulfilled. Notice that when this check box is selected, the billing detail is displayed in the Invoice #1 column. If the Bill Delayed Items Now check box is not selected when you enter a payment for a future ship order, CMS creates a customer credit for the amount but does not apply it to the order balance due.
The FTC and Visa recommend—and in some cases require—that merchants not bill for a transaction until the merchandise is shipped, and that is CMS's default behavior. You can override this in individual cases (as, for example, if the customer pays by cash or check with the order) by selecting the Bill Delayed Items Now check box. Alternatively, you can configure CMS to always bill delayed items when the order is placed. See Setup>Order Entry>Order Entry Options>General Options.
2 Discount. If you have set up a discount in the customer record, it will be displayed here. You can also type a percentage discount in the Discount box that will apply only to this order. CMS displays the dollar amount in the box(es) to the right.
A discount applied here will apply to the entire order, excluding any line items with discounts and any products configured with the "No Discounts" option.
3 Shipping and handling. Shipping and handling is calculated and displayed automatically, based on the information entered during Company setup (Setup>Shipping>Shipping and Handling). If necessary, you can override a value displayed in a box by typing a new value.
If you override the system-calculated shipping and handling, the label Shipping Charges turns into a link (after you leave the Money screen). Should you decide to revert to the CMS-calculated S&H, return to the Money screen, click the Shipping Charges link, and the amount will be reset.
Select the COD check box to apply COD charges.
4 Taxes. These charges are also calculated and displayed automatically, based on the information entered during Company setup (Setup>Accounting>Vendors). You cannot manually edit or enter tax amounts.
Select the Tax Exempt check box if applicable.
5 Available Credit. Total amount that is owed to the customer for returned merchandise or other credits.
6 Credit Limit. Amount your company will allow a customer on orders not pre-paid by check or credit card. (This is determined during company setup.)
7 Customer Owes. How much the customer owes on all open invoices, including invoices that are not shipped.
8 Terms. Payment terms are defined during company setup, and the company's default payment term is selected. Default payment terms for a given customer can be modified at the customer level. Click the Terms arrow to select alternate payment terms from the list.