To create, edit or make payment terms inactive:
- Select the Settings icon (top right), then All Lists.
- Select Terms to see your list of payment terms.
- Use the New button to create new terms to your specifications, then Save.
- 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:
- Select the Settings icon (top right), then Account and Settings.
- Select Sales, then click into the Sales form content section to edit.
- From the Preferred invoice terms drop-down, choose your terms then select Save and Done.
You can also assign customers their own default terms:
- Go to the Sales tab, then Customers.
- Select a customer name, then Edit.
- Select the Payment and billing tab to choose their default terms, then Save.
-Kass