Customer Interest Proposals

[To Customer Credit Management]

Usage

Use this window to view current interest invoicing proposals. In Customer Interest Proposals, select Create Proposal in the right mouse button menu to display this window. You can work on only one proposal at a time. The proposal can be deleted and reworded. The proposal is linked to the user identity, which enables several users to have an interest proposals up at the same time. Further, the same invoice cannot be included in more than one proposal at a time. Before a proposal can be created, at least one invoice must have fallen due for payment per the reminder date, i.e., per the agreed payment terms. Calculated interest must satisfy the minimum amount in the interest template. Invoices can be excluded from interest proposals per the reminder template. The proposal calculates interest on each invoice per the interest template.

Activity Diagrams

Create Interest Invoice/Note