Preferences

Ageing and Days to Pay

In the Ageing Columns region, each grid row configures an AGEING column in the Client List. Here, you can specify the age ranges for a maximum of seven Ageing columns, and enter a meaningful Caption (column header) for each.

In the Days to Pay region, each grid row configures a colour highlight to be applied to matching values in the Client List's Days to Pay column.

In each of these regions:

• Click to add a new row to the Preferences grid.

• Click to reset the Preferences in this region to their default settings.

• Click to remove a row from the Preferences grid.

Preferred Address

The Preference selected in the Preferred Address region determines which address is displayed on the main screen, either Client address, Default Contact or Statement Contact.

If either a Default Contact or Statement Contact has been set up, Credit Control Mail Merge can apply the Salutation, Friendly Salutation etc. for the appropriate Contact.

• Select the radio button matching your preferred Client address format: Client Address, Default Contact, or Statement Contact.

Exceeds Credit Limit Colour

In the Exceeds Credit Limit Colour region, you can select an appropriate colour in which to flag credit values that exceed an effective credit limit:

1. Click the drop-down control to invoke a colour palette.
2. Select a colour to highlight values that exceed the credit limit.

Save

To save your changes and apply your Preferences:

• Click OK.

  The Preferences window is closed, and the Client List is updated and reloaded.