Credit Policies

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Credit Policies

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Layout

Credit policies are the terms under which you sell ads to your clients. This will allow you to control whether sales team members can place orders for delinquent or cash in advance clients.

This window is accessed through Settings.

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Main Menu


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Columns


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Context Menu


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New Button

To add a new credit policy, click the NEW button in the bottom left corner of the main window.

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Credit Policy

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Usage

Name the policy something that's easy to remember, set the number of days grace given for that account. Click OK to save the policy or changes.

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FAQ

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Additional Information

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