Creating a payment term
Editing a payment term
Deactivating a payment term
Exporting payment terms to Excel
In the new Sales Invoices program, the required number of different payment terms can be created. The default payment term is defined in the general settings and, if necessary, the payment term can be defined per customer. The payment term can also be changed when creating a sales invoice.
Creating a payment term
- Go to Registers - Payment terms view
- Click on the New payment term button (+) in the top left corner
- Fill in the details in the window that appears. The information marked with an asterisk (*) is mandatory.
- Finally, save the data by clicking on the Save button.
Code and description - Enter a code and description for the payment term. The code can only contain letters and numbers.
Net days - Defines the due date on the invoice (invoice date + net payment days = due date).
Early payment discounts - If the payment term contains discounts, add a check mark in the Early payment discounts checkbox to add the discount dates and prepayment discounts. NOTE! In the current version, the discount definitions are not yet available.
Editing a payment term
- Go to Registers - Payment terms
- Select the payment term whose details you wish to edit by double-clicking on the relevant line
- The selected payment term will open in the editing mode.
- Finally, save your changes by clicking on the Save button.
Deactivating a payment term
A payment term can be deactivated by selecting the desired payment term and pressing the Deactivate button.
If the user wants to see or use the payment term again, this can be done by selecting the filter and selecting the deactivated payment term, then selecting the deactivated payment term and reactivating it using the Activate button.
Exporting payment terms to Excel
Payment terms can be downloaded to your workstation in csv or xlsx format.
- If necessary, use the column filters to limit the payment rates you want to see. Please note that all columns in the view will appear in the file, so please make the necessary selections in the column selections.
- Right-click to open a drop-down menu, from which you can select Export - CSV Export or Excel Export.
- The file will be moved to the Downloads folder of your browser and computer, where you can open it.