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Adding Payment Terms

  • Select Settings > Accounting > Financial
  • Click Payment Terms from the quick links on the right or scroll down to Payment Terms.
  • Click New to create a new Payment Term option.
  • Enter the Name and Number of Days. The number of days will automatically set the Invoice Due Date when Posting an Order. 
  • Click Save.


Editing Payment Terms 

  • Select Settings > Accounting > Financial
  • Click Payment Terms from the quick links on the right or scroll down to Payment Terms.
  • Hover over the Payment Term Name that you would like to edit.
  • Click on the edit pencil icon.
  • Make edits.
  • Click Save.

Deleting Payment Terms

  • Select Settings > Accounting > Financial
  • Click Payment Terms from the quick links on the right or scroll down to Payment Terms.
  • Check the box to the left of the Payment Term you would like to delete.
  • Click Delete.
  • A confirmation window will open, click Ok.