Add treatment level

Multiple treatment levels can be created for the different states of an invoice or account.

This task explains how to create a treatment level.

  1. Select Credit control under Accounts Receivable on the Configuration and Tools page.
    The Accounting terms tab is displayed.
  2. Select the All Treatment Levels tab.
    The All Treatment Levels tab is displayed.
  3. Type a name in the Create treatment level field. Click Add.
    The new treatment level is added to the All Treatment Levels summary list.
  4. Click Edit to the right of the treatment level.
    The Account disposition page is displayed.
  5. (Optional) You can do the following:
    • Edit the Name of the treatment level.
    • Change the position of the treatment level by changing the number in the Position field. The first treatment level added will be assigned a position of 0. By default a new treatment level will be given the next available number. A lower number will be displayed higher in the list.
    • Type a description in the Stationery text field.
  6. Click Save.
    The All Treatment Levels tab is displayed.