In this article, you will learn how to set a custom finance charge for a customer.
User Roles: Accounts Receivables, Admin, Credit Manager, Sales Manager, and Setup.
Table of Contents
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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