Customer Credit & Interest Settings

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.

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.