Overview:Special Handling Instructions provide the billing clerk additional information on how to handle an accounts receivable invoices during the billing process. This Overview:
The Finance Charge Rules window allows you to define a list of special handling instructions that can be optionally assigned to specific customers, or specific jobs. Special Handling Instructions are meant for internal use only, and do not print on accounts receivable invoices.
Benefits:
- Provides a way to communicate special handling requirements on AR Invoices
- Can be assigned at a customer or job level
- Reduces the risk of forgetting to perform job special handling instructions
Roles:
...
rules for calculating finance charges on past due customer invoices. These rules can be assigned to customers, so that PENTA can calculate finance charges on overdue customer invoices. This calculation will occur when you kick off the calculate finance charges process, something that should be processed during each accounting period end date.
Benefits:
- Automatically calculate finance charges on past due customer invoices based on the rules you define
- Automatically books the accounting entries for the calculated finance charges
Roles:
- Accounts Receivable Manager
...
- Billing & Accounts Receivable > Setup > Special Handling Instructions > Define Special Handling InstructionsFinance Charge Rules
Video: