Articles
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 ...
Finance Charges and Other Fees
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
Daily Auto Apply
Pathway: Setup > Account > Account Class A “Run Daily Auto Apply” setting is available in the Account Class setup, under the Status Management tab. When enabled, this runs once daily to automatically apply any unapplied payments, credits...
Apply Convenience Fee
The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can a...