How do I Customize Payment Terms in Orders App?

Updated on September 10, 2017 11:44PM by Admin

Payment term allows you to set customer payment periods. It may be immediate, one month due or any custom length. You can select from one of the default values or create your own payment term to allow your customers to make payments.

Steps to Customize Payment Term

  1. Log in and access Orders App from your universal navigation menu bar.
  2. Click on "More(...) -> Settings" icon located at the App header bar.
  3. You will be redirected to the Settings page. Click on  "Orders -> Payment Terms" from the Left navigation panel.
  4. Default payment terms includes "Immediate", "Payment made within 30 days", "Net 45" and "Net 60" days.
    payment terms
  5. You can add more payment term by clicking on "create" button and provide:
    • Name - Name of the Payment Term.
    • Days from order - Mention the number of days for making payment.(For instance: Net 20 - Payment made within 20 days)
    • Description - Description about the Payment term.
       create payment term
  6. Click on "Create" to complete.
  7. By default, All the payment methods will be in enabled mode. You can also disable a payment term by clicking on disable icon .
    payment created

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