Software
<<< Back to Sample Screens
Credit View

Credit Tab
The Credit
tab, you will provide credit information on your customers.

Store Information
When you select a name from the drop down box, you are selecting one of your existing customers. You may need to add information such as D&B rating, years in business, etc.

Bank Information
This is the place to input all of the bank related information for the customer.

Credit References
This is the location to pick credit references for this customer. You can also add credit references to this table if you need more.

Save/Print
If all you need is to print the information, use the mouse to print.  If you would like to save the information for the next time you need credit references in this customer, use the mouse to select the save button.