Outstanding items are chargeable items (e.g. invoices and interest charges) that require payments.

Use the Manage Outstanding Items window to view a list of a customer’s outstanding items. Additionally, you can edit the interest settings for each item, if needed. For example, if an invoice is no longer editable but its chargeable date or interest rate needs to be changed.

To view and edit interest on an outstanding item

Navigate to Accounts Receivable > Customer Accounts. Or click the Customer Account toolbar button.
The Find Customer window opens.

Find the customer using the various search criteria.

In the Customer List, enter the customer who has outstanding items that you want to view and/or edit and then click Use Selection.
The Customer Account Information window opens.

Click Manage Outstanding Items.
The Manage Outstanding Items window opens and all outstanding items for the customer are listed.

In the Outstanding Items list, review all outstanding items for the customer that were charged.
The reference number, date, due date, current balance, and charge date are displayed in the list for each item. The list also shows the items that are being charged interest and their interest rates. You can edit the interest for each item.

In the Outstanding Items list, select the item that contains interest settings to edit and then click Edit Interest Settings.
The Modify Interest Settings window opens.

Select the Charge interest on this item check box to charge interest on the selected item.
The Charge interest on this item check box is selected by default.
- or -
If you do not want to charge interest on the selected item, clear the Charge interest on this item check box. The rest of the information on the window is hidden.

In the Interest Rate box, change the interest rate percentage to charge on the item.

In the Chargeable Date box, change the date that the item starts accruing interest.

Click Save.
The Modify Interest Settings window closes and the updated interest charge appears in the list on the Manage Outstanding Items window.

Click Exit.
You cannot save on the Manage Outstanding Items window since it is for viewing purposes only.