The Other tab of the Customer dialog stores additional information about the customer, such as their shipping address, and several options that will appear by default when creating invoices for this customer. Open this tab by clicking the View menu, selecting Customers, and clicking the Other tab.

Shipping address:

If the customer's preferred shipping address is different from the billing address, enter it here. If the shipping address is the same as the billing address, click the 'Use mailing address as billing address' checkbox on the Customer page.

Prefers invoices by:

Select the method which Express Accounts should use to send invoices to this customer when generating new recurring invoices.

Set tax exempt for this customer

Check this if you wish to not apply taxes on any transaction for this customer.

Payment terms:

Select the terms of payment which will appear by default on an invoice created for this customer.


This is the name of the salesperson who will be selected by default when an invoice is created for this customer.

Customer notes:

These notes are for internal use only. They can be used, for example, to indicate the customer's history or for special terms.

Customer group:

Select the group that this customer belongs to. To manage customer groups, use the button to the right of the Customer group field.