Account settings

An account must have account terms and dispatch configured for credit control to apply. These items are normally defined in account packages, not show here, but can also be specified at the individual account level on the Account summary page.

The account has Account Terms of Standard terms.

Figure: Account summary page displaying Account Terms

Screenshot showing Account Billing tab displaying Account Terms and Document Dispatch settings.

Document dispatch

On the Account Menu Tree, click the Disclosure triangle to the left of Account, then click Document Dispatch. Dispatch is configured to dispatch Invoice: Credit Control - 1 Reminder immediately by email.

Figure: Document Dispatch configuration for first reminder

Screenshot showing Document Dispatch configuration for first reminder.