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.
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 onthe 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.