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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
To calculate and apply Finance Charges to overdue Invoices, select the "Assess Finance Charges" option. The following screen will appear:
When assessing Finance Charges on overdue Invoices, you are presented with the following options:
Use the drop-down options to select All Customers or one of the following filters:
Specify the Customer whose Invoices you want to assess with Finance Charges.
Specify the Customer Group whose Invoices you want to assess with Finance Charges. Select the Customer Group from the drop-down list that will be available once this option is selected.
Specify the Customer Type whose Invoices you want to assess with Finance Charges. Select the Customer Type from the drop-down list that will be available once this option is selected.
When selecting this option, you are able to filter on Customers belonging to the Customer Type(s) that correspond to the characters you type in the adjacent text box. The entry is case sensitive.
The assessment date defaults to the current date. However, it is possible to enter a past or future date to be used for the calculation.
Overdue Invoices for selected Customers will be displayed. Select the Invoices you want to assess Finance Charges on.
The following button is unique to this screen:
Click this button to calculate Finance Charges for the selected Invoices.