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Add Payment Terms To Quote & Order Forms

Did you set  Default Payment Terms and want to include them in existing CounterGo Forms? Add the Terms Field to allow for Default Payment Terms to be pulled into Form when they are used.

If your Default Terms are not showing, check to be sure you have filled in the Optional Terms Field in the Default Payment Terms.

  1. Go to Settings > Quote & Order > Forms.
  2. Click on the name of the Form to edit.
  3. Click the Add Field icon and choose Quote/Order Info as the Data Type.
  4. Select Terms from the drop-down list then Save.
  5. Move the Field in the Form by clicking, holding and dragging to the desired location.