Configure the policies and policy levels in Accounting > Configuration >
Credit Control > Credit Policies.
You can define as many policy levels as you need.
Configure a tolerance for the Credit control and a default policy applied on all partners in each company, under the Accounting tab.
You are able to specify a particular policy for one partner or one invoice.
Menu entries are located in Accounting > Periodical Processing > Credit
Control.
Create a new "run" in the Credit Control Run menu with the controlling date.
Then, use the Compute credit lines button. All the credit control lines will
be generated. You can find them in the Credit Control Lines menu.
- On each generated line, you have many choices:
- Send a email
- Print a letter
- Change the state (so you can ignore or reopen lines)