Change account terms

Account terms specify the credit control settings for an account. The default account terms for each account are specified in the package you used to order the account.

You can change the default account terms to other, predefined account terms or to custom account terms. Changing the account terms changes how Smile calculates the due date for an invoice. If you change the account terms to a shorter time, the customer has less time to pay an invoice after it is generated.

Warning: Changing account terms may cause a change in the account's treatment level. Smile may take treatment level actions as a result of the change.

This task explains how to change the account terms.

  1. Search for the account, then double-click the account entry in the search results.
    The Account summary page is displayed.
  2. Click Change... next to the Account Terms field.
    A Change account terms window is displayed.
  3. Do one of the following, then click Save:
    • Select existing account terms in the New terms drop-down.
    • Enter custom account terms in the Custom payment terms field.
    Smile changes the account terms and returns to the Account summary page.