Payment Terms

Payment Terms

Payment Terms are created and then set/assigned on the Vendor profile, and they are displayed on the Order PDF, which is sent to the Vendor if you use our "Email" Order Method.  This allows the Vendor to see how you would like to be Invoiced or how you have agreed to be invoiced.  If nothing else this is recorded on the Vendor profile as a reference point so that you know what the Terms should be.  You still may need to communicate with your vendors to verify how they plan to Invoice your business.  You can add additional Payment Terms to our default list as well, and then go to your Vendors list and assign them to each Vendor where needed.

To locate the Payment Terms page go to:  Setup Information > Vendors > Payment Terms

Payment Terms

Each Payment Term will be listed on this page.
  1. To view or edit an existing Payment Term simply click on one in the list to open the profile page.
  2. This opens the Edit Payment Term page where you can edit the following fields:
    1. The Name of the Payment Term.
    2. Due Days, or the max number of days, after the Invoice Date, that you have to make a Payment to the Vendor for a given Bill/Invoice.
      1. For example Net 30, Net 60, or Due Upon Receipt - 0 days....etc.
      2. You can leave the Due Days field set to '0' is you wish.
  3. If you make a change to either field remember to click the Save button.
Payment Terms are assigned to a Vendor, so you will go to the Edit Vendor page to do this.
  1. The Payment Terms will display on the Order PDF which a Vendor receives if you use our "Email" Order Method.


Payment Term - Creation

There are 2 ways to create a new Payment Term:
  1. Simply click the   + Create New   button found on the Payment Term page.
  2. Also, you can choose to click the Quick Create icon found in top menu bar + then choose Create Payment Term.
Once you choose one of the two options the Create Payment Term page will open:
  1. To begin click in the Name field and type the name of the Payment Term you need.
  2. Enter the Due Days or the max number of days, after the Invoice Date, that you have to make a Payment to the Vendor for a given Bill/Invoice.
    1. You can leave the Due Days field set to '0' is you wish.
  3. When you finish entering the information for the new Payment Terms click the Save button to Create.

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