Terms
Use this area to set accounts receivable payment terms, credit limits and exemptions for transaction, invoice, and statement processing.
To change the payment terms for an account, click the Set Custom Terms button. A window similar to the following with the standard terms appears.
Make the desired changes and click the Save button. Click the Cancel button to undo any changes.
NOTE: 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 OK 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 Yes 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 No to cancel the transaction. A message similar to the following will appear.
Click OK to continue. The ticket can be modified or cancelled.
Credit Limit
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
- Invoice Group - Select a group from the available drop-down list