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
- Create or open a Quote.
- Click the Edit Quote Info icon.
- Click the Edit Payment Terms icon.
- Enter the necessary Payment Terms for this Quote.
- After you Save, note that the Payment Terms are listed in the Quote Info Area and in the Quote Summary.