Payment Terms

Payment Terms let you set expected payments from customers when you create a Quote.

Payment Terms can be entered manually or assigned to a Price List or Account to automatically apply those terms when creating a Quote.

The optional  Terms field is for payment policies like Net 10, Net 30 or Due on Receipt and can be pulled into Quote & Order Forms. Deposits can be established as a percentage or a fixed amount and are shown in Quote & Order Lines.

See  Related Articles below for automatically assigning Default Payment Terms to Price Lists and Accounts.


MANUALLY ENTER PAYMENT TERMS

  1. Create or open a Quote.
  2. Click the Edit Quote Info icon.
  3. Click the Edit Payment Terms icon.
  4. Enter the necessary Payment Terms for this Quote.manually enter payment terms
  5. After you Save, note that the Payment Terms are listed in the Quote Info Area and in the Quote Summary.payment terms in Quote info area
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