Difference between revisions of "How do I apply settlement discount for a customer?"
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== See also == | == See also == | ||
* [[How do I Know if a Customer has a Balance on their Account?]] | * [[How do I Know if a Customer has a Balance on their Account?]] | ||
| + | * [[How do I Set a Credit Limit for a Customer?]] | ||
{{KB_Tags|settle, settlement, discount, disc, settlement discount, settlement discounts}} | {{KB_Tags|settle, settlement, discount, disc, settlement discount, settlement discounts}} | ||
{{KB_SL}} {{ZN_Admin}} {{ZN_Accounts}} | {{KB_SL}} {{ZN_Admin}} {{ZN_Accounts}} | ||
Revision as of 17:18, 8 March 2013
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
It is possible to setup a settlement discount for your customers in Platinum so if they pay the outstanding amount of an invoice within a certain number of days they get a discount. This is an effective way of keeping your cash flow as fast as possible.
More Information
Go to " Systems Systems Sales Ledger Customer File Maintenance".
- In "Filter on" type either the name of the customer or, if you know it the account code for that customer and select them from the list that appears in the search results.
 | Tip: You can also get to this Stage by pressing <S+F10> from anywhere there is an account code. |
- Once into the customer click on the [Invoicing] Tab.
- In the Bottom right of this page you will see the "Discount Mode" Option. Here click the drop down and select 'Settlement'
- Then in the "Discount" Field enter the amount of discount you wish to offer this customer.
- Finally in the "Settlement prd" field enter the amount of days you wish to apply to the settlement discount.
See also
- How do I Know if a Customer has a Balance on their Account?
- How do I Set a Credit Limit for a Customer?
