Interest Invoicing

Interest Invoicing

Interest Invoicing

Quick Intro

The Interest Invoicing screen lets you bill customers for interest on outstanding and overdue invoices in one batch process.

Where To Find It

Select the Interest Invoicing option from your Nav Bar, in the Accounts section.
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Overview

Settings

  1. Enter the Default terms - this is the number of days before the interest is added on to the amount.
  2. Select the relevant service code.
  3. Enter the annual interest rate using the arrows available.
  4. Enter the minimum interest charge using the arrows available.
  5. If you would like to create the unprinted lines, tick the box available.
  6. Select whether you would like the line added before or after the invoice lines.

Overdue Accounts

  1. In the Overdue Accounts section, you will see a list of the accounts matching the criteria you have set. Select the customers you would like to charge the interest to.
  2. If you make any changes to the criteria, click the Refresh button to refresh the data.
  3. To print the details, click Print
  4. To export the data, click Export
  5. To generate the invoices, click Generate
  6. If you would like to print the invoices, take a note of the First invoice number and the last to then run in Copy Invoices.

Overdue Invoices

  1. The bottom pane will show the Overdue invoices.



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