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Manage Interest

Use the Manage Interest dialog box to start or stop client-level interest for the account. You must have the Allow Start/Stop Interest Permission and your organization must have configured interest at the client level. For more information, see Client Interest.

To manage interest

  1. In the Account toolbar, click Interest.

Manage Interest dialog box

Current Rate: Current interest rate. If you set a rate at the account level, the system displays that rate. If you didn't set a rate at the account level, the system displays the customer rate unless one doesn't exist. If no rate exists, this box displays "0%".  

Interest Status: Indicates whether the account-level interest has started or stopped. If you didn't set a rate at the account level, this box displays "N/A".

Effective Date: Date the interest rate took effect. If no rate exists, this box is blank.

  1. Do one of the following:

    • To start client-level interest on the account, click Start.

    • To stop client-level interest on the account, click Stop.

Related Topics

Client Interest