Where do I set up credit sales for my plan in Bizplan? What steps do I follow to configure sales on credit in Bizplan? How can I enable or adjust sales on credit in Bizplan?
The Sales on Credit setting in Bizplan allows you to define what percentage of your sales are made on credit terms rather than paid immediately. This helps simulate real-world cash flow scenarios and improves the accuracy of your financial projections.
Steps to Set or Edit Sales on Credit
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Log in to your Bizplan account.
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In the left-hand menu, click on Finance.
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Click the Settings tab (gear icon) in the top-right corner.
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Scroll down to the Accounts Receivable section.
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In the Sales on Credit field, enter the percentage of your total sales that are made on credit.
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Click Save and wait for the page to refresh.
Important Notes
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A setting of 100% means all of your revenue is collected on credit terms (i.e., paid at a later date).
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This field directly affects your cash flow forecasts and should reflect your real-world sales practices.
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You can adjust this percentage anytime as your payment policies or customer behavior changes.