Customer Detail Information Window - House Account Tab

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This information applies to FTD Mercury X2 Fall and later versions.

The House Account tab in the Customer Detail Information window allows you to set up a house account for customers and view house account information. Defaults for house accounts are configured in Mercury Administration.

The House Account tab contains the following settings:

Setting Description
Account ID Enter the customer’s house account ID. FTD suggests you use the first five letters of the customer’s last name, followed by the first two letters of the first name as your convention. However, you can enter your own alphanumeric account number, or click Auto to have FTD Mercury automatically assign an account number.

You cannot change the account ID for any built-in customers for FTD Mercury. These include:

  • Purged Customer
  • Cash Sales
  • Florist Transworld Delivery
  • American Floral Services, Inc.
  • Bloomlink Wire Service
  • Dove
  • Teleflora, Inc.
  • Value Network Service
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.
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.
Print Invoices When you select this option, a copy of the letter billing invoice for this customer will be printed when statements are generated. A copy of each invoice printed on the statement will be printed in the order in which they appear on the statement. If both statements and invoices are configured to print on the same printer from the same tray, you are prompted to load invoice forms into the printer after statements are printed.

NOTE: When you generate statements for an account that has Print Invoices selected, the text “Invoices Enclosed” is printed on the statement.

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.


Back to Customer Detail Information Window

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