Account Class Setup
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and tool...
Finance Charge and Late Fee Setup
Pathway: Setup > Account > Account Class > Finance Charges / Late Fees This article explains how to configure finance charges and late fees, which can be applied to an account's invoice during billing. To allow flexibility across account...