Add a responsive term rule set

A responsive term rule set contains the rule(s) that Smile applies to an account to determine what account terms should apply.

This task explains how to add a responsive term rule set.

  1. Select Credit control under Accounts Receivable on the Configuration and Tools page.
    The Accounting terms tab is displayed.
  2. Select the Responsive terms tab.
    The Responsive terms tab is displayed.
  3. Click Add.
    A blank responsive term set configuration page is displayed.

    Figure: Responsive terms rule set configuration page

    Screenshot of the responsive terms rule set configuration page
  4. Type a name for the rule set in the Name field.
  5. Select a term from the Default terms drop-down.
    This is the default terms of an account with good payment behaviour. This list is populated with terms specified in Accounting terms.
  6. Click Save.
    The Responsive terms tab is displayed. The rule set is added to the rule set list.
  7. (Optional) Click Edit to the right of a rule set entry to edit or add a rule to a rule set.
    For more information, see Add a responsive rule.