Add a treatment level action

Multiple actions can be configured for an account or invoices.

This task explains how to add a treatment level action.

  1. Select Credit control under Accounts Receivable on the Configuration and Tools page.
    The Accounting terms tab is displayed.
  2. Click Edit to the right of the required account term name.
    The Account Terms tab is displayed.
  3. Click the Treatment Level Actions tab.
    The Treatment Level Actions tab is displayed.
  4. Do one of the following:
    Option Description
    Click Add treatment level action for accounts. Select an account treatment level action form the list displayed:
    • Send Notification
    • Disable feature
    • Disable login access and continue billing
    • Enable feature
    • Enable login access and continue billing
    • Send Document
    • Send Email
    • Sent Statement
    • Suspend Account
    • Unsuspend Account
    Click Add treatment level action for invoices. Select an invoice treatment level action form the list displayed:
    • Send Notification
    • Dispatch document
    • Dispatch document with disposition
    • Raise surcharge
    • Raise charge in next invoice
    A blank configuration page for the action selected is displayed.
  5. Complete the treatment level action fields.
    For more information, see Treatment level actions properties.
  6. Click Save.
    The Treatment Level Actions tab is displayed.