What information is contained in the Financial Subtab of a customer record?

Get ready for the NetSuite Financial Use Exam. Prepare with flashcards and multiple-choice questions, each with hints and explanations. Ace your exam!

The Financial Subtab of a customer record in NetSuite contains crucial information that is essential for managing customer accounts and monitoring financial interactions. This includes details such as credit card data, price levels, and account balances, which are vital for managing customer payments, understanding pricing agreements, and tracking what the customer owes or has in terms of credit on their account.

Having credit card data allows businesses to streamline the payment process, ensuring that transactions can occur efficiently. Price levels help in adjusting pricing strategies based on customer agreements, providing the ability to offer discounts or special pricing to certain customers. Account balances inform the business about how much the customer has either paid or owes, which is critical for cash flow management and customer relationship management.

Other options indicate specific types of information that are either too narrow or outside the scope of what is included in the Financial Subtab, but the correct option encompasses a broad range of essential financial data that supports effective customer account management in NetSuite.

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