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AR – Assess Finance Charges – OneSource: Inventory for QuickBooks Online AR – Assess Finance Charges – OneSource: Inventory for QuickBooks Online

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AR – Assess Finance Charges

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Opening the Assess Finance Charges Form

  • Using the OneSource menu bar, click AR/AP, select Assess Finance Charges.

Assessing Finance Charges

  • Select the various finance charge criteria on the Customer Info tab.
  • Click on the Sales/Invoicing tab.  A summary of invoices meeting the criteria is displayed.
  • Click on the Select All button or select the individual invoices to assess finance charges.
  • Click the Display Finance Charge Summary button to view the Finance Charge Summary pop-up form.
  • Decide if you want to display a message with or without the interest rate for the Invoice by placing a check mark in the appropriate box.
  • Decide if you want to auto post the Invoices to General Ledger by placing a check mark in the appropriate box.
  • Click the Print button to preview or print a listing of which finance charges will be assessed.
  • Click Apply to create the Finance Charge Invoices.
Previous AP – Recurring Payments
Next AR – Manage Receivables
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