System Set Up > Payment terms

Introduction

Payment Terms get associated with Customers via the Customer Card but terms can be changed at the Sales Screen.

Account Type

Payment Terms can be associated to an Account Type.

If you associate them to an account type the terms document for that account type will print out with Quotes and Order Confirmations that have the associated Payment terms associated to them.

Account Type registration here is solely for the purpose of assigning the Terms and Conditions document

Roll over the bottom function buttons to see what features apply.

To Create a New Payment Term

·         Press the + button at the bottom of the Payment Terms Screen

·         Enter a Description

·         Select an Account Type if you wish to activate the Terms and conditions form association to the Quote and Order Confirmation Forms.

·         When finished press the tick button and close