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This option allows to set up a percentage to apply to a given customer regardless the percentage set per Company. |
Instructions
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Go to Setup >> Customers. |
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Click on the Search button to find the customer that you are going to set up the setting for. |
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Under the Actions column click on "Edit". |
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The Customer Information will pop-up, on the Setup tab click on the "Advanced" link. |
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Enter the percentage and click on Save. |
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title | Related Articles| Excerpt |
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In this article, you will learn how to set a custom finance charge for a customer. | Tip |
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User Roles: Accounts Receivables, Admin, Credit Manager, Sales Manager, and Setup. |
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Set a Customer’s Finance Charge Percentage
Regardless of your company’s finance charge percentage, you can set custom amounts for individual customers.
To set a specific amount for a customer, do the following instructions:
Go to Setup and select Customers.
Search the Customer.
On the customer's action column, click on Edit.
Click on the Advanced link in the Setup tab.
Enter the percentage.
Click on Save.
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If you want these charges to apply to existing invoices, you will need to reopen them and apply the payments again. |
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