Customer Credit & Interest Settings is intended to be used to update the credit and interest charges for multiple customers. Instead of editing the credit settings of each customer one at a time, you can change the credit settings for multiple customers at once.
Any FCL Credit Restrictions will override these settings.
Note
Members with FCL Credit Restriction A will not be allowed to Charge on Account - payment must be tendered at the time of sale.
Members with FCL Credit Restriction B will not be allowed to Charge on Account AND payment should not be tendered by Cheque (however this is not enforced by agrē)
FCL Credit Restrictions can be overridden by a user who has override permission.
To edit customer credit and interest charge settings
Navigate to Accounts Receivable > Manage > Customer Credit & Interest Settings.
The Customer Search window opens.
Optionally change the default Customer Search criteria to filter for specific customers, or click Search to accept the default criteria.
Update the settings as needed.
Tip
Please refer to Adding Customers - Complete the Credit/Finance Tab for a more detailed explanation of each credit and interest setting.
Click Save to save your changes.