Title

Description

Tax Number

Optional. Enter the social security number or tax number associated with the payee.

Tax Number Type

Optional. Indicates the type of tax ID (if any) entered above. Selections available are 'FEIN,' 'SSN,' or 'NONE'.

Tax Exempt Indicator

Optional. Checked box indicates that the customer's tax status is exempt.

Credit Approved By

Optional. The name of the user who authorized credit for this customer.

Credit Limit Amount

Optional. The maximum amount of credit to extend to this customer.