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Documentation Index

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Payment terms are reusable due-date rules. They do not collect payment by themselves, but they affect what the customer or vendor is expected to pay and when.

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Open Payment Terms

  1. Open Settings.
  2. Choose Entity Settings.
  3. Open Purchasing or Payments and Checks, depending on the page you are reviewing.
  4. Choose Payment Terms.
Payment Terms settings page with term rows, default badge, Import button, and Add Term button

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Add Or Edit A Term

  1. Click Add Term.
  2. Enter a readable name, such as Due on Receipt, Net 15, or Net 30.
  3. Enter the number of due days.
  4. Choose whether the term should be active.
  5. Mark it default only if it should be the normal fallback.
  6. Save and test it on an account or order.
Payment Term modal with name, days, default toggle, active toggle, and save action

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Where Terms Are Used

  • Account defaults.
  • Sales orders and quotes.
  • Invoices and payment due dates.
  • Overdue reminders.
  • Vendor bills.
  • Purchasing defaults.
  • Aging reports and collection review.
If an old term has already been used, make it inactive instead of deleting it so historical records still read correctly.

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Common Blocks

  • Term is missing from a dropdown: confirm it is active.
  • Wrong due date appears: check account default, order selection, invoice date, and entity default.
  • Old term should not be used anymore: mark it inactive.
  • Imported terms look duplicated: review names and day counts before importing again.
  • Overdue reminder timing looks wrong: confirm the invoice date and selected payment term.

Payments and Checks Settings

Configure payment behavior, ACH holds, processing fees, checks, and deposit slip layout.

Purchasing Defaults

Configure purchasing defaults that affect vendor terms and buying workflows.

Account Management

Assign customer or vendor defaults, including payment terms.

Invoices

Review invoices, due dates, posted state, payment status, and customer handoff.