applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountTerms.xml

<?xml version="1.0" encoding="UTF-8"?>
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<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
    xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
    xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
    xmlns="http://docbook.org/ns/docbook">
    <title>The Billing Account Terms help screen</title>
    <para>This sub menu allows terms to be associated with a billing account. Currently these can be
        the following:</para>
    <para>
        <itemizedlist>
            <listitem>
                <para>payment terms (discounted if paid within specified days)</para>
            </listitem>
            <listitem>
                <para>payment terms (due on a specified day per month)</para>
            </listitem>
            <listitem>
                <para>payment terms (net days)</para>
            </listitem>
            <listitem>
                <para>penalty terms (late fee)</para>
            </listitem>
            <listitem>
                <para>penalty terms (collection agency fee)</para>
            </listitem>
            <listitem>
                <para>miscellaneous (non returnable sales item)</para>
            </listitem>
        </itemizedlist>
    </para>
    <para>>NOTE: There is an overlap here with the terms that can be specified in an agreement.
        Would a billing account party also have an agreement for payment terms...? .</para>
    <section>
        <title>How do I add terms to a billing account?</title>
        <para>
            <orderedlist>
                <listitem>
                    <para>Select the 'Terms' sub menu</para>
                </listitem>
                <listitem>
                    <para>Select a 'Term Type' from the drop down box (eg. Payment net days)</para>
                </listitem>
                <listitem>
                    <para>Leave the 'UOM' field blank</para>
                </listitem>
                <listitem>
                    <para>Enter a number in the 'Term Value' field (eg. 30 which would mean '30
                        days' when related to 'Payment net days')</para>
                </listitem>
                <listitem>
                    <para>Press the 'Save' button</para>
                </listitem>
            </orderedlist>
        </para>
        <para>The term is displayed in the top part of the screen </para>
    </section>
    <section>
        <title>How do I update terms for a billing account?</title>
        <para>Select the 'Terms' sub menu</para>
        <para>
            <orderedlist>
                <listitem>
                    <para>Press the 'Edit' button next to the entry that needs to be amended</para>
                </listitem>
                <listitem>
                    <para>The details are displayed in the 'Edit Billing Account Terms' box</para>
                </listitem>
                <listitem>
                    <para>Update the 'Term Type', 'UOM' or 'Term Value' as required</para>
                </listitem>
                <listitem>
                    <para>Press the 'Save' button</para>
                </listitem>
            </orderedlist>
        </para>
        <para>The updated term is displayed in the top part of the screen </para>
    </section>
    <section>
        <title>How do I remove terms from a billing account?</title>
        <para>
            <orderedlist>
                <listitem>
                    <para>Select the 'Terms' sub menu</para>
                </listitem>
                <listitem>
                    <para>Press the 'Delete' button next to the entry that needs to be removed
                    </para>
                </listitem>
            </orderedlist>
        </para>
    </section>
</section>