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.

Standard Accounting Terms

Standard payment terms can be configured by selecting Setup | Configure – Standard Terms.

Credit Limit

The credit limit feature is only available when Interact Pro is used to maintain account balances. It allows the user to set a maximum amount of credit for an account. The scale operator will receive a warning message when the credit limit is close to being exceeded or has been exceeded.

Enable Warning Message

When the Enable Warning Message box is checked, The Weigh screen operator can be warned when the estimated balance gets within a percentage of the credit limit.

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.

New Account Default Settings

When adding a new account the value of many of these settings can be pre configured. Defaults for new accounts can be found in the Setup | Configure area.

Related Links

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