How to manage credit days?

Published on March 16, 2016 by @posterita


1. Access the Set-ups page by selecting Set-ups from the left-hand side menu on your Home page.

manage credit days step 1

2. Set-ups page displays multiple options, among which ‘Credit Days‘ option is present.

Click on ‘Credit Days‘ to view the ‘Manage Credit Days‘ page.

manage credit days step 2

3. This page will display a list of all the Credit Days debtor names already created.
Click on any ‘Name‘ of your choice to view the the amount of days set for that Credit Days category.

manage credit days step 3

In this example, Credit Name ‘Immediate‘ has been selected.

manage credit days step 4

This implies that this category allows no credit days, as the Net days field has been set to 0.

Go back to the Manage Credit Days page and in this example, ‘Credit Facility‘ has been chosen.

manage credit days step 5

The Net days has been set to 15 , this implies that this category allows for a 15 days credit payment facility.

4. You can a new Credit Day category by clicking on the green button located at the rightmost top corner of the ‘Manage Credit Days‘ page.

manage credit days step 6

5. This will display a ‘Create Credit Days‘ page which allows you to input a ‘Name‘ and to set the ‘Net days‘ to be applicable. Click on the green button ‘Save‘ to save your changes.

6. Lastly, you can export the list of debtor names and their respective Net days in a .csv format by clicking the Export button as shown below:

manage credit days step 7
manage credit days step 8

Was this article useful?

Rate it