Finance Charge Percentage per Customer
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.
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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Finance Charge Percentage per Customer (Knowledge Base)
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