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Creating/editing/deleting Payment Terms
Creating/editing/deleting Payment Terms
Updated over 9 months ago

Create a new Payment Terms

  1. Navigate to the Settings > Transactions > Payments;

  2. Click on the green 'Add New Payment Term' button;

  3. Enter the 'Payment Term Name*';

  4. Enter the 'Type*' (i.e. Days, End of Month, End of Week);

  5. Enter the 'Payment Term Duration' (i.e. measured in days);

  6. Choose option to set as 'Default'; and

  7. Click the green 'Create payment term' button and the new payment term will be added to your list.​



Creating a Deferred Payment Term


1. Navigate to your Settings > Transactions > Payment > Add New Payment Term;

2. Enter in your preferred Payment Term Name *;

3. Type* enter in as End of Month;

4. Payment Term Duration* enter in as 180 days;

5. Click on Update Payment Term.



Eding a Payment Term

  1. Navigate to the Settings > Transactions > Payments;

  2. Click the 'edit' button next to the payment term you wish to update;

  3. Make any changes required and click the green 'Update Payment Term' button'.




Deleting a Payment Terms

  1. Navigate to the Payments tab within Settings > Transactions;

  2. Click the 'edit' button next to the payment term you wish to delete;
    ​💡Note: some payment terms are system default so cannot be edited.

  3. Click the red 'delete payment term' button in the top right corner;

  4. Your payment term will be removed from the list of terms.

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