Credit Management

Articles

Credit Line
If customers provide information from their bank or farm credit associations, credit lines may be established on the customer file. To select the credit lines, they must first be established at Setup / A/R / Credit Line .  Enter the name of t...
Manage Credit Actions
Credit Actions can be accessed at A/R / Manage Credit Actions or through the Credit tab on the customer file. The Credit Actions area is like a tickler file. It can be used for collection purposes, such as entering payment promises, or it coul...
Credit Checking
Populating the Date Opened field on the Credit tab of the Customer file activates the Credit Checking feature for the customer. This must also be set for the Hold Credit Status to work, as well as for the % of Limit and credit checking bas...
Using Credit Statuses
Credit Statuses are a valuable tool which, when put into effect, can help manage special credit situations. It also provides the ability to monitor Credit Status Overrides with the Credit Override Log report. Setup Credit Statuses are set up in H...
 Credit Letters
If using the Credit Management feature, collection form letters may be set up at Setup / A/R / Credit Letters .  These letters can then be sent to the customers based on aging calculations and automatically log a credit action on t...