Example credit control configuration

The following sections describe how to configure a credit control process with a first reminder treatment level and associated action. This treatment is being applied to the Standard terms accounting terms.

This process requires the configuration of the following components:

Email template—specifies the first reminder message to send to the customer
Stationery—defines the stationery document type, which is associated with the email template
Treatment level—specifies the name of the treatment level
Accounting terms—specifies the basic account terms
Treatment level rules—specifies when the first reminder action occurs
Treatment level actions—specifies the first reminder action
Account settings—specifies the account terms and dispatch settings

For more information on configuring individual components, see the Configuration Guide.