Account types and credit limits Optional #
Stop accounts going past their limit
Six account types, from cash-only through to charge accounts, plus a credit limit and balance visible on the customer search list.
Credit and Collections is part of Money & The Close in Windward System Five. System Five includes 4 documented capabilities here — all 4 in the standard set.
These 4 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Stop accounts going past their limit
Six account types, from cash-only through to charge accounts, plus a credit limit and balance visible on the customer search list.
Record who promised to pay when
Unlimited dated history comments per customer, newest first, used for recording collection calls and promises to pay or sales follow-ups. Appointments entered here appear in the appointment scheduler and vice versa.
Charge interest on late accounts
Interest can start at 30, 60 or 90 days or never, set customer by customer; a Create Interest Invoices routine is run before statements and lets you waive interest for chosen customers on the run.
Age an agreed payment plan properly
Agreed payment schedules redistribute an invoice across the current, 30, 60, 90 and future aging columns without changing the total due, and the balance is aged from the latest scheduled date backwards.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.