How to change the dunning schedule, late fee policy or credit hold policy

How to change the dunning schedule, late fee policy or credit hold policy. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

1. Open Administration → Billing settings (Billing settings). Owner / Administrator, Office Manager and Accounts & Billing can edit it.
2. Dunning schedule: edit Days from due date (negative = before), the Stage name (must be unique), the Template and the Credit hold flag; use Add step or Reset to default schedule.
3. Late fee policy: Late fees enabled, Grace period, Monthly rate (%), Minimum fee ($), Repeat every (days).
4. Credit hold policy: automatic hold on/off, days overdue, balance over credit limit, automatic release.
5. Invoicing: review nightly invoices before sending, and how add-on charges are billed. Taxable line kinds is also here.
6. Press Save billing settings.

Tip

Changes apply from the next nightly run.