Managing Payment Terms

[Kass_B - Product Champion · Accepted solution]

To create, edit or make payment terms inactive:

1. Select the Settings icon (top right), then All Lists.
2. Select Terms to see your list of payment terms.
3. Use the New button to create new terms to your specifications, then Save.
4. Use the drop-down menu next to existing terms to edit or make inactive. 

You can choose preferred payment terms to show as default on your invoices by:

1. Select the Settings icon (top right), then Account and Settings.
2. Select Sales, then click into the Sales form content section to edit.
3. From the Preferred invoice terms drop-down, choose your terms then select Save and Done.

You can also assign customers their own default terms:

1. Go to the Sales tab, then Customers.
2. Select a customer name, then Edit.
3. Select the Payment and billing tab to choose their default terms, then Save.

-Kass