If your business regularly uses a credit checking bureau to assess your customer credit risk and you are connected to the Internet, you can set up this information.
The Credit Positions tab allows you to set up credit statuses that can be applied to customer and supplier records.
Open: Accounting System Manager > Settings > Credit Information | Credit Positions.
Click Yes to confirm that you want to set the position as the default.
Once you have confirmed the default credit position, a Yes appears next to your selection.
Note: You can change the default at any time, but you can only have one default position selected at any one time.
To delete the position, select the Credit Position Value Name and click Delete.
Confirm that you want to delete the position.
Open: Accounting System Manager > Settings > Credit Information | Credit Positions.
Click Yes to confirm that you want to set the position as the default.
Once you have confirmed the default credit position, a Yes appears next to your selection.
Note: You can change the default at any time, but you can only have one default position selected at any one time.
Open: Accounting System Manager > Settings > Credit Information | Credit Positions.
Click Yes to confirm that you want to delete the position.
The position is deleted.