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Accounts
To add new, edit existing, or delete accounts, select Maintain | Accounts. A window similar to the following will appear.
Terms
Use this area to set accounts receivable payment terms, credit limits and exemptions for transaction, invoice, and statement processing. To open the Terms tab, select Maintain | Accounts. The Accounts window appears. Select the account and click the Terms tab.
To change the payment terms for an account, click the 
Set Custom Terms button. The Account Terms window will appear.
Make the desired changes and click the 
Save button. Click the Cancel button to undo any changes.
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Standard payment terms can be configured by selecting Setup | Configure – Standard Terms. |
Credit Limit
The credit limit feature is only available when Interact Professional is used to maintain account balances. It allows the user to set a maximum amount of credit for an account. The scale operator can receive a warning message when the credit limit is close to being exceeded or has been exceeded.
A warning message similar to the following will appear in the Weigh form when the account is selected.
Click the OK button to continue. The operator can choose to continue and process the transaction or cancel the transaction.
When continuing to process a transaction for an account that has exceeded it's credit limit additional warning messages will follow.
Click the Yes button to continue and complete the transaction. Another message similar to the following will appear during the outbound portion of the transaction for Weigh In / Weight Out transaction types. Click Yes to continue and complete the transaction.
Click the No button to cancel the transaction. A message similar to the following will appear.
Click the 
OK button to continue. The ticket can be modified or cancelled.
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This feature does not work across multiple database environments like DataSync. |
Exemptions
Check the boxes for any exemptions specific to the selected account.
- Exempt from Finance Charge
- Exempt from Freight Tax
- Exempt from Freight Charge
Invoicing
When processing invoices, invoice groups can be used to easily select a group of accounts for different reasons. Invoices may be run at different time intervals (daily, weekly, monthly, etc.) or with different run parameters (finance charges, invoice format, email, not emailed etc.).
- Invoice Group - Select a group from the available drop-down list
To configure invoice groups, select Setup | Configure | Accounting Groups.
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