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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> |