Receivables Settings

Use Receivables settings to align invoice aging, payment terms, default accounts, automatic applications, posting rules, and duplicate checks with your organization's workflows. Under Settings, select Receivables.

Note: Available settings depend on your user permissions.

Tips for Receivables Settings

• Review the options to confirm they support your organization's invoice, payment, and posting workflows.

• Set payment terms to match your invoice due dates and early-payment discount policies.

• Review automatic-application settings alongside client-level preferences so payments and credits follow your intended workflow.

• Choose duplicate criteria that help distinguish records, and decide whether to warn users or prevent duplicates.

• If a setting you need isn't available, ask an administrator to review your permissions.