How to Edit a Credit Term | Scribe

    How to Edit a Credit Term

    • Programming |
    • 19 steps |
    • 3 minutes
    1
    Navigate to [https://mangoone.net/](https://mangoone.net/)
    2
    Click "LISTS"
    3
    Click "CUSTOMER SETUP"
    4
    Click "Credit Terms"
    5
    Click the description field of the credit term to be edited
    6
    Click the description field and type the new description
    7
    Click the extended description field and type the new description
    8
    To modify the number of days elapsed before an invoice is past due click the field below "Past Due From Invoice at" and type the desired number of days.
    9
    To disable the "Past Due" action for an invoice, contingent on the balance maximum, click the field below "Ignore Past Due if Balance Below" and type the desired maximum dollar amount.
    10
    To disable the "Past Due" action entirely click the box next to "Never"
    11
    To modify the number of days elapsed before service is withheld click the field below "Hold Service at" and type the desired number of days.
    12
    To disable the "Hold Service" action for an invoice, contingent on the balance maximum, click the field below "Ignore Hold Service if Balance Below" and type the desired maximum dollar amount.
    13
    To disable the "Hold Service" action entirely click the box next to "Never"
    14
    To modify the number of days elapsed before a dunning message is sent click the field below "Dunning Message at" and type the desired number of days.
    15
    To disable the "Dunning Message" action for an invoice, contingent on the balance maximum, click the field below "Ignore Dunning Message if Balance Below" and type the desired maximum dollar amount.
    16
    To disable the "Dunning Message" action entirely click the box next to "Never"
    17
    To modify payment conditions for an existing dunning message code click the expand more icon (v) and select the desired code from the drop down menu.
    18
    To modify the payment conditions for the chosen dunning message code click the boxes next to the desired conditions below (Note: You have the option to check more than one box).
    19
    Review any changes made to the credit terms and click "Save"