Payment Terms

Apply customizable Payment Terms to specific customers and fleets to set invoice payment due dates. For example, Payment Terms can come in handy when you want to allow a particular customer or fleet 30 days after the invoice date until payment is due.

Select the Settings icon in the bottom left corner of your screen.

Select Payment Terms under the Settings section on the left-hand side.

Select + New Payment Term in the upper right corner to create a new payment term.

Name the payment term, select the number of days after receipt (invoice date) until payment is due, and add any notes to the payment term. Select Save.

You can build as many different terms as you need.

To edit or delete a payment term, select the … ellipsis next to the term. Select Edit.

Select the dropdowns under the Defaults menu to select a default payment term for both Fleets and Customers.

Apply payment terms to a specific customer or fleet. For this example, we will apply a payment term to a customer.

Make changes to a customer’s information, preferences, and settings on the customer list page.

Select the Payment Terms dropdown and select the payment term you’d like to apply to this customer’s future orders.

From within a work order, you can view the Payment Term on the right-side panel on the order tab. Select the payment term to apply a different payment term to this specific order.

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