Search Parameters Area

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Parameter Description
Wire Service Select the wire service you want to search. You can select from the following:
--ALL--: This option searches all wire services configured in the Wire Code screen in Mercury Administration.
FTD: Restricts the search to FTD message.
Accounting Type Select whether this customer account should use open item or balance forward accounting.
  • Customers with balance forward accounts receive statements that show running unpaid balances. As payments are made, the payment is subtracted from the oldest invoice.
  • Open item accounts are typically used for companies that pay by invoice (or customers that prefer to do so). As each payment is made, it is applied to an individual sale.
Credit Limit Enter the credit limit you want to extend to this customer.
Billing Cycle Select the cycle at which to bill this customer. You can select Daily, Weekly, Biweekly, Semi-Monthly, or Monthly.
Default Payment Select your preferred payment method for this house account (usually, this value should be House).
Annual Finance Charge Enter the percentage you want to charge for late payments.
Minimum Finance Charge Enter the minimum finance charge dollar amount you want to charge to overdue accounts. FTD Mercury will charge the greater of the finance charge percentage or this value.
Finance Grace Period Enter the number of days you want to wait before assessing finance charges to this account.
Print Statements When you select this option, the customer’s statement will be printed when statements are generated.
Fax Statements When you select this option, the customer’s statement will be faxed when statements are generated.
Email Statements When you select this option, the customer’s statement will be emailed when statements are generated.
Print Dunning Messages Select this check box if you want to print dunning messages on this customer’s statements. You can set up dunning messages in Mercury Administration.
Terms on Account Enter any additional text you want to be printed on this customer’s statements.

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