Financial - Payment Terms


Adding Payment Terms

Step     Action

  1.       Select {Settings} and then select {Financial} under Accounting.

  2.       Select {Payment Terms} on the right-hand side of screen to auto scroll to 

            Payment Terms section.

  3.       Select {New} under Payment Terms  . A New Payment Term    modal 

            window will open.

  4.      Enter name for new Payment Term.

  5.      Select {Save}. A results window will pop-up to indicate the payment term 

           has been saved.  


Editing Payment Types  

Step     Action

  1.       Select {Settings} and then select {Financial} under Accounting. 

  2.       Select {Payment Terms  } on the right-hand side of screen to auto scroll to 

            Payment Terms   section.

  3.       Hover mouse over the name of payment term to be edited and select the pencil icon.

            A modal Edit Payment Term window will open.

  4.       Make required changes.

  5.       Select {Save}. A results window will pop-up to indicate the payment term 

            has been saved.   


Deleting Payment Terms  

Step      Action

  1.        Select {Settings} and then select {Financial} under Accounting. 

  2.        Select {Payment Terms} on the right-hand side of screen to auto scroll to 

             Payment Terms section.

  3.        Select entries under Payment Terms  to be deleted by checking boxes on

             the left-hand  side.   All entries can be deleted by checking box to left of {New

             under Payment Terms.  

  4.        Select {Delete}. A window will pop-up to confirm selected items to be 

             deleted.

  5.        Select {Save}. A results window will pop-up to indicate the payment terms

             have been deleted.