How do I apply settlement discount for a customer?

From Catalyst
Revision as of 12:07, 4 March 2013 by Richard Green (talk | contribs) (Created page with "{{Review}} == 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...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
settle, settlement, discount, disc, settlement discount, settlement discounts