1. From the hamburger menu in the top-left corner of Sapera, open Shop Manager.
2. Go to Setup → Settings → Accounting → Interest Calculation.
Determines whether interest is aggregated per customer or calculated individually per invoice or entry.
Options:
Yes: All interest for the customer is combined and shown as a single interest charge.
No: Interest is calculated and shown per individual entry/invoice.
Sets the default interest rate (%) used to calculate interest on overdue payments.
Example: 1.5 = 1.5% per period.
Specifies the smallest interest amount Sapera will charge. If the calculated interest is below this threshold, no interest is charged.
Defines the period the interest rate applies to. This affects how often interest is calculated and added to the balance.
Options:
Month: Interest is calculated per month.
Quarter: Interest is calculated per quarter.
HalfYear: Interest is calculated every six months.
Year: Interest is calculated once per year.
Defines how many days of delay Sapera allows after the due date before interest is calculated.
Example: 5 = no interest for the first 5 days after the due date.
Determines whether interest is calculated only after the first reminder has been sent.
Options:
Yes: Interest is added only after the first reminder.
No: Interest is added immediately after the tolerance is exceeded, regardless of reminders.
Specifies a date before which entries are excluded from the interest calculation. Used to limit which historical data is included.
Example: 01-01-2023 = all entries before this date are ignored in the calculation.
