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Click this link to update all data to the current time and review the data for accuracy:
Update Customer Account Balance Report & Display
For inaccurate balances, return to the related customer account and enter missing payments, etc.
When the report is 100% correct, then go on to next step.
For ease of entering finance charges, print the Balance Report
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Add finance charges to appropriate accounts:
In Dolibarr ERP:
- Click "Billing" in the top menu bar.
- Click "New Invoice" in left menu.
- Enter data:
- Customer (select customer)
- Invoice Date: "2026-02-28"
- Payment Terms: "Net 30 of End of Month"
- Click "Create Draft"
- Now, fill in:
- Predefined products/services to sell: "FINANCE CHARGE"
- U.P. (net): "Enter Finance Charge Amount"
- Click "Add"
- Click "VALIDATE"
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Click this link to update all data to the current time and review the finance charge data for accuracy:
Update Customer Account Balance Report & Display
For inaccurate finance charges, return to the related customer account and edit or add missing finance charges, etc.
When the report is 100% correct, then go on to next step.
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Click this link to regenerate all statements:
Re-Generate Customer Account Statements
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Now, you may either
View the list of statements available to be downloaded/printed.
or
Print all statements en masse
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